Focus Areas

Judy enjoys working with individuals and their families to help them achieve their personal and financial goals. With her background in income taxes, she prides herself in being detail oriented and a great listener in assessing the needs of her clients and her fellow colleagues.

Experience

Prior to joining Fiduciary Trust, Judy was a Wealth Strategies Advisor at Bank of America Private Bank Judy worked with high-net- worth clients and their families to provide wealth planning and financial literacy education and solutions.

Previously, she was a Tax Manager at PricewaterhouseCoopers (PWC) in their Personal Financial Services group where she focused on working with corporate executives and high-net-worth clients on their personal income tax compliance and tax planning needs.

Community Involvement

Citizens School of Boston
Asian American Civic Association of Boston

Personal

Judy lives in the metro-west area with her family. Outside of work, she enjoys cooking, traveling, camping and photography.