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Judy Panos
Financial Advisor
973.744.1014
jpanos@sampersfinancial.com |
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Judy is a business and personal financial advisor working with SFI to address challenges and opportunities encountered by closely held business owners and affluent individuals and their families. Her expertise includes estate, business succession, retirement benefit, family legacy, life insurance and investment planning. Judy joined SFI in 2005, her 35 years of industry experiences strengthens our team.
Judy has earned her Chartered Life Underwriter designation. She is a member of Advanced Association of Life Underwriters, Million Dollar Roundtable, Top of the Table, Northern New Jersey Estate Tax Planning Counsel and the National Association of Life Underwriters. She is also a founding member of the Family Business Council of Greater New York and served as the chairperson of the Founding Members Forum. Judy is a Registered Representative with NFP Securities, Inc.
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