Judith Rowland Email & Phone Number
Director of Wealth Planning Strategy @ Moody, Lynn, Lieberson & Walker LLC
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Judith Rowland Location
- Acton, MA, US
Judith Rowland Work
- 2014 -now Director of Wealth Planning Strategy @
- 2012 -2013 Relationship Manager @
- 2010 -2012 Sales Director, Vice President @
- 2003 -2010 Relationship Manager, Vice President @ Tanager Financial/Wachovia/Wells Fargo
- 1999 -2003 Relationship Manager, Vice President @
- 1995 -1999 Manager @
- 1991 -1993 Director of Financial Aid @
- 1989 -1991 Senior Auditor @
Judith Rowland Education
- Suffolk University Law School
JD (Law)
1993-1996 - Isenberg School of Management, UMass Amherst
BBA (Accounting)
1985-1989
Judith Rowland Skills
- Estate Planning
- Investments
- Retirement Planning
- Investment Advisory
- Strategy
- Financial Advisory
- Wealth
- High Net Worth Individuals
- Tax
- Sales
- Portfolio Management
- Wealth Management
- Alternative Investments
- Securities
- Project Planning
- Asset Allocation
- Strategic Financial Planning
- Mutual Funds
- Asset Management
- Series 7
- Strategic Planning
- Wealth Management Services
- Investment Management
- Investment Strategies
- Trusts
- Hedge Funds
- Retirement
- 401k
- Financial Planning
- Management
- Public Speaking
- Banking
- Leadership
Judith Rowland Summary
- Judith Rowland, based in Acton, MA, US, is currently a Director of Wealth Planning Strategy at Moody, Lynn & Lieberson, LLC. Judith Rowland brings experience from previous roles at Lake Street Advisors, LLC, BNY Mellon Wealth Management, Tanager Financial/Wachovia/Wells Fargo and Merrill Lynch. Judith Rowland holds a 1993 - 1996 JD in Law @ Suffolk University Law School. With a robust skill set that includes Estate Planning, Investments, Retirement Planning, Investment Advisory, Strategy and more. Judith Rowland has 4 emails and 8 mobile phone numbers on RocketReach.
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Top Moody, Lynn, Lieberson & Walker LLC Employees
Eric Warasta
Principal and Portfolio Manager
Boston, MA, US
David Walker
Chief Investment Officer
Boston, MA, US
Judith Rowland
Director of Wealth Planning Strategy
Acton, MA, US
Michael Brady
Principal
Boston, MA, US
Brian Gowell
Vice President
Boston, MA, US
Kristen Neily
Associate and Office Manager
Massachusetts, United States
Robert Lieberson
Managing Partner, Chief Financial Officer and Director
Boston, Massachusetts, United States
Elizabeth Hamilton
Associate
Boston, MA, US
Robert Aep
Managing Principal, CFO and Director
Boston, MA, US
Nicholas Fitzgerald
Vice President and Portfolio Manager
Boston, MA, US
Margaret Greff
Client Service and Operations
Boston, MA, US
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