Sales Support
Judy joined Coole Bevis Wealth Management in May 2026, from a background in Financial Services and Wealth Management. As part of the Sales Support team, she provides support to Advisers and Paraplanners. She brings experience from providers such as Mercer and Nomura Asset Management and prior to joining CBFA, she was Business Support for a micro wealth manager.
Out of the office
Judy is a dancer, mainly Modern Jive with a little Argentine Tango. When she is not on the dance floor, she can be found in the garden or reading and loves to travel.