Judith Naegely, CPFA®
Financial Planner, Financial Services Representative
Judith has a knack for building things —businesses, financial futures, and better lives. She started (and sold!) two companies, including a home health agency that helped people thrive. Now, she’s bringing that same passion to financial advising, working with a seasoned team of experts. Her goal? To understand where you are, where you want to go, and help you build the wealth to make it happen — because your dream life shouldn’t just be a dream.
Judith holds several business degrees from the University of North Florida, where she played
Division I NCAA Women’s Soccer. She holds the Series 7 and 66 registrations from the Financial Industry Regulation Authority (FINRA) along with life, health, and disabilities insurance licenses. She enjoys being active, playing tennis, soccer, traveling, and adventures with her husband and their two sons.