Judi Aber
,
Managing Director, Wealth Management Advisor
NMLS #521056
1190 W. Marion Avenue
Punta Gorda, FL 33950
941.637.4336
Learn more about an advisor's background on
As a founding member of Aber & Leedy Wealth Management, understanding your life priorities is an important part of how we work with the clients we serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
Profile

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.

Recognition
Forbes "Best-in-State Wealth Advisors", 2021, 2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Rachel A Layton
Officer, Registered Wealth Management Client Associate
941.637.4316
Timothy C Raynor
Officer, Registered Senior Wealth Management Client Associate
941.637.4301
Brittney M Eaves
Wealth Management Client Associate
941.637.4319
Kaitlyn E Mausser
Officer, Wealth Management Client Associate
941.637.4351
Jennifer A Wilson
Assistant Vice President, Wealth Management Associate
941.413.4505
Kara Cioffi
Officer, Registered Wealth Management Client Associate
941.637.4359
Suzanne J Kingsbury
Assistant Vice President, Wealth Management Associate
941.637.4329
Carlos Candales
Assistant Vice President, Wealth Management Associate
941.637.4323
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Marie A Lawson
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #277225
T.J. Friscia
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Judi M Aber is registered to do business in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV.