Judi Aber

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Judi is a founding partner of Aber & Leedy Wealth Management, together with Jeff Leedy.  She has 35+ years of experience in the field of Wealth Management and Banking for high-net worth families - with the last 25 years at Merrill Lynch Wealth Management. The depth of knowledge and historical perspective she has cultivated through numerous market fluctuations provides the foundation our clients count on when pursing their financial and personal goals.

Judi customizes wealth management plans to help grow and preserve wealth for high net worth individuals and retirees by leveraging the best financial resources available in the marketplace.  Judi builds strong client-advisor relationships with our clients, and assists with managing all aspects of their financial lives.  Often working in conjunction with our client’s accounting and legal professionals, Judi addresses complex wealth planning issues, including implementing tax-efficient strategies for concentrated stock positions, developing retirement and wealth transfer plans, executing charitable giving strategies and exploring family educational planning needs to address each client’s unique financial goals.

As a testament to her success and continuing dedication to her clients, Judi has been named to Forbes "America's Top Women Wealth Advisors" in 2017, 2018, 2019, 2020, and 2021(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year)** and Forbes "Best-in-State Wealth Advisors” list in 2018, 2019, 2020, 2021 and 2022(Published annually Jan – April. Rankings based on data as of June 30 of prior year)*** and Forbes "America's Top Women Wealth Advisors Best In State" in 2022(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021)****. Judi obtained the CERTIFIED FINANCIAL PLANNER^™ certification, awarded by the Certified Financial Planner Board of Standards, Inc.in 2008.   Judi and her husband, Jeff, reside in Punta Gorda and enjoy traveling and spending time with family and friends.



*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. **Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

***Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

****Source: The Forbes “America’s Top Women Wealth Advisors Best-in-State” list, published on February 4, 2022. Rankings based on data as of Sept 30, 2021.

Data provided by SHOOK^® Research, LLC. Forbes.com. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.