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Trey Judy, Financial Advisor serving the The Woodlands, TX area - Ameriprise Advisors

Trey Judy

Financial Advisor

Judy Financial Group
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies

Qualifications

  • FINRA - Securities Industry Essentials License
  • FINRA - Series 7 - General Securities Representative License
  • FINRA - Series 66 - Uniform Combined State Law License
  • FINRA - Series 3 - National Commodities Futures License
  • TDI - Texas General Lines - Life, Accident, Health and HMO License

Education

  • Baylor University - Bachelor of Business Administration 1998

Awards & recognition

  • Judy Financial Group, Ameriprise Client Experience Award, 2022-2023

Community participation

Member of The Woodlands Methodist Church in The Woodlands, TX.

Youth Sports Coach - Texas Twelve Baseball

Interests

In my free time, I love spending time with my wife, Wendy, and my two children, Maddox and Major. I am very active in youth sports in the area and have coached soccer, football, basketball, and baseball for several years. Currently I coach my 8th grade son's 7 on 7 football team. I also love watching my daughter cheer for The Woodlands College Park High School and dance competitively in the Houston area. Golf is something that I enjoy playing as well.

My family loves to travel to Florida in the summers and just spending time with family and friends. We are members of The Woodlands Methodist Church.