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
- Director of Wealth Planning Strategy @ (April 2014 - Present)
- Relationship Manager @ (January 2012 - November 2013)
- Sales Director, Vice President @ (January 2010 - January 2012)
- Relationship Manager, Vice President @ Tanager Financial/Wachovia/Wells Fargo (September 2003 - January 2010)
- Relationship Manager, Vice President @ (September 1999 - September 2003)
- Manager @ (June 1995 - September 1999)
- Director of Financial Aid @ (September 1991 - September 1993)
- Senior Auditor @ (September 1989 - September 1991)
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
David Walker
Chief Investment Officer
Boston, MA, US
Judith Rowland
Director of Wealth Planning Strategy
Acton, MA, US
Brian Gowell
Vice President
Boston, MA, US
Kristen Neily
Client Services Coordinator
Massachusetts, United States
Robert Aep
Managing Principal, CFO and Director
Boston, MA, US
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