Jud Sokol Email & Phone Number
Financial Advisor | 401(k), Deferred Comp and Retirement Planning | SFG Wealth Management @ SFG Wealth Management
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Jud Sokol Location
- Towson, MD, US
Jud Sokol Work
- Financial Advisor | 401(k), Deferred Comp and Retirement Planning | SFG Wealth Management @ (May 2021 - Present)
- Vice President | Wealth Planning and Executive Benefits @ (August 2014 - May 2021)
- Regional Vice President, Financial Advisor and Talent Development and Growth Strategy @ (July 2010 - August 2014)
- Partner | Wealth Management, Personal CFO and Corporate Retirement Plans @ (March 2002 - July 2010)
- National and International Sales Manager | Global Distribution and Channel Growth @ (April 1992 - March 1998)
Jud Sokol Education
- Denison University
Bachelor of Arts (Member of Beta Theta Pi, one of North America's oldest and most established collegiate fraternities (founded 1839). Four-year member of the men's varsity golf team. Played football during freshman year, balancing two-sport varsity athletics with full academic and fraternity commitments.)
1983-1987
Jud Sokol Skills
- Investment Management
- Portfolio Management
- Employee Benefits Design
- Insurance
- Financial Advisory
- Risk Management
- Investment Advisory Services
- Interpersonal Skills
- Investments
- Financial Analysis
- Securities
- Estate Planning
- New Business Development
- Sales
- Employee Benefits
- Business Planning
- Due Diligence
- Sales Management
- Valuation
- Account Management
- Strategic Planning
- Marketing
- Finance
- Estate Law
- Social Media
- Business Development
- Microsoft Excel
- Leadership
- Microsoft Office
Jud Sokol Summary
- Jud Sokol, based in Towson, MD, US, is currently a Financial Advisor | 401(k), Deferred Comp and Retirement Planning | SFG Wealth Management at SFG Wealth Management. Jud Sokol brings experience from previous roles at The Warner Companies, AXA Advisors, Garrison Financial, LLC and Softspikes, LLC. Jud Sokol holds a 1983 - 1987 Bachelor of Arts in Member of Beta Theta Pi, one of North America's oldest and most established collegiate fraternities (founded 1839). Four-year member of the men's varsity golf team. Played football during freshman year, balancing two-sport varsity athletics with full academic and fraternity commitments. @ Denison University. With a robust skill set that includes Investment Management, Portfolio Management, Employee Benefits Design, Insurance, Financial Advisory and more. Jud Sokol has 1 emails and 1 mobile phone numbers on RocketReach.
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