Judy Morrison, MBA

I want to learn about your triumphs and struggles as well as your goals and dreams.

Developing relationships is what I enjoy most about being a financial advisor. My personal experience with children, divorce, corporate downsizing, career changes, aging parents and deaths of a spouse and parents helps me relate to the particular needs of people in personal and professional transitions.

In my 27 years in financial services, I have found it is far too common for financial advisors to take a client’s money and invest it in products that are most beneficial and convenient for the advisor. My approach has been to focus on my client and let my client’s goals determine my strategy. Building strong relationships is my primary consideration and my income is determined by managing portfolio performance and providing exceptional service. 

I grew up in New Jersey and graduated from St Lawrence University in New York before beginning my professional career as a management trainee at a large insurance company in Boston, Massachusetts. Soon I was managing the design and implementation of portfolio management systems for large institutional investors at a consulting firm. In 1980, I relocated and earned my MBA from the University of Louisville. While an instructor of Management at Bellarmine University Rubel School of Business, I also developed strategic and marketing plans for small and medium-sized businesses as an independent consultant.

In 1993, my love of learning, educating, building relationships, strategies, and portfolios, and my experience in business and consulting led me to pursue a fulltime career as a financial advisor and I have never regretted that decision. Working alongside EJ Gary for over 20 years helped me recognize how much I value collaborating with others as passionate as I am about helping our clients. Ann Marie Gary and I are excited to bring our clients to Lifetime Wealth Strategies and introduce them to the expanded opportunities being part of a larger team with diverse expertise provides.

When I am not working, I enjoy swimming, hiking, reading and spending time with friends. I volunteer in the Every 1 Reads program through Jefferson County Public Schools.  My two favorite people are my grown children, who live in Columbus, Ohio and Buenos Aires, Argentina.