judith palumbo

senior advisor, jd, cfpÂ

About

Senior Financial Advisor for long term family Wealth Management. Comprehensive credentials with a history of working in both the financial services industry and as legal counsel in Elder Law, Estates and Trust. Expertise in the areas of Estate Planning, Retirement Planning, Insurance, Investment Management, Corporate Benefits, Real Estate transactions and more. Located in the beautiful New York Fingers Lakes region, I work with clients throughout the United States and abroad.

Country

united states

City

corning

Industry

financial services

Skill

certified financial planner practitioner, wealth management, investment management, retirement planning, estate planning, income tax planning and returns, college savings plans, insurance

Experience

attorney

rossettie rosettie & martino

1996-2 - 2010-4 · 14 yrs 3 mos

Areas of concentration: Estate Planning & Estate Administration, Elder Law, Medicaid and Guardianships.

various

merrill lynch

1985-1 - 1995-1 · 10 yrs 1 mo

senior advisor, jd, cfpÂ

john g. ullman & associates, inc.

2010-5 - Present · 16 yrs 5 mos

I service my clients with long term investment management as well as overall financial planning and tax preparation. We plan for events that we can predict. But things happen that aren't planned for and I truly value being able to guide and assist clients with those matters, which is sometimes when many clients need me most! I think of myself as a Comprehensive Life Manager.