Judy Webster Email and Phone Number

Led efforts in marketing, client retention and business development for an independent registered investment advisor, offering investment management, financial planning, reporting, and tax work. Firm representative to the professional investment community and money managers throughout the U.S. Identified potential business partners for 2019 business merger of Cypress Wealth Advisors.

Responsible for developing and managing relationships with individuals, entrepreneurs, their families and foundations. Through the resources of DB delivers a wide range of customized solutions including traditional and alternative investments, trust and estate services, wealth planning , capital market solutions, risk management strategies, banking services, structured lending in addition to family office and custody services.

Worked with high net-worth individuals and families to consult on wealth management strategies including investments, trusts, financial planning, and lending.

Advanced the company strategy through wide-ranging market knowledge and significant relationships with family office groups and investment market leaders.

Built portfolio of clients with assets of $800MM with $4MM in annual revenues.