Lisa M. Judy
Profile
Ms. Judy joined Plante Moran Financial Advisors in 2002 after six years with Arthur Andersen specializing in the taxation of individuals and their businesses.
She received her bachelor of science in business administration, accounting, from Bowling Green State University.
Her professional affiliations include the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the Toledo Estate Planning Council, and the Financial Planning Association.
Former positions of Lisa M. Judy
| Companies | Position | End |
|---|---|---|
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Corporate Officer/Principal | 2010-11-28 |
Training of Lisa M. Judy
| Bowling Green State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
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- Lisa M. Judy
