Judith has over 28 years of experience in financial and client services. Prior to joining UBS, she was with Smith Barney for over two decades. She is currently a Senior Vice President–Investments, Wealth Advisor at the UBS branch in Menlo Park, CA, where she serves the needs of high net worth individuals and families, as well as professionals and businesses within the Bay Area. Judith offers a comprehensive and personalized wealth management strategy designed to help her clients pursue their financial goals. Among her areas of focus are asset management, retirement and education planning, and trust and estate planning.

A graduate of San Francisco State University, Judith earned a B.S. in business administration. She subsequently obtained Series 7, 8, 63 and 65 securities licenses, as well as her insurance license. She currently pursues her intellectual interests through Stanford’s Continuing Studies program and studies jazz guitar. Judith’s clients also benefit from the knowledge she gained early in her career as a fully trained and licensed CPA.

She enjoys cycling in close by and faraway places, hiking and gardening. Training a new puppy keeps her on her toes too. Judith is a fourth-generation San Franciscan and is married with one daughter.

• BS, Business, emphasis in Accounting, SFSU

• CPA, State of California 1983
• Life Insurance License #0E62041
• Wealth Advisor Certification 2010

• Guest Lecturer, Colorado College, Economics & Business

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, LA, MA, ME, MI, MN, MS, NC, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WY