Judith Stoddard Sherman (Judy)

Advisor & Financial Planner, Certified Exit Planning Advisor (CEPA), Certified Family Business Specialist (CFBS)

Domicile State: TX

Judy established a financial planning and services practice in 2003 after a successful career with companies such as AT&T, Unisys and Microsoft. Today she works with business executives, families and individuals to prepare for life’s inevitable financial changes. As a Certified Family Business Specialist, Judy works extensively with family owned and closely held businesses. Judy holds a Bachelor of Arts from Louisiana State University. Judy is actively involved in numerous civic organizations including Grapevine Rotary, area Chambers of Commerce, and Women in Financial Services. She serves on the Board of Directors for Texas Women’s Foundation, is a founder and vice-president of Texas Pride Impact Funds 501 and has co-chaired Resource Center Dallas’ Toast to Life annual event. Judy received a MassMutual Community Service Award in recognition of her volunteer contributions and continues to volunteer in various civic, church and other nonprofits.  Recreational interests include golf, cycling and field events with her golden retrievers.

Phone (817) 488-0660
Fax (817) 488-3223