Judith Bailey

Background

About Judith Bailey

Judy Bailey is a Vice President and Wealth Management Advisor in the Merrill Lynch Global Wealth Management Office in Bloomfield Hills, Michigan. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and the CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®) certification. Judy received an MBA in Finance from the University of Michigan Graduate School of Business. She has been in the Financial Services industry for over 25 years. She was a Vice President for National Bank of Detroit before joining Merrill Lynch in 1996.Judy and the Merrill Lynch, assist retirees, executives and high net worth individuals and their families with their investment management, personal and commercial liability management and wealth transfer planning strategies. She works closely with the legal and accounting professionals who also advise clients and their families. Using her experience and professional knowledge, Judy develops personalized strategies to address the needs and preferences of clients. She emphasizes a long-term approach to wealth management strategies and investing, making sure clients have determined their financial needs accurately and have addressed appropriate risk tolerance. The goal is a satisfactory and beneficial strategy for the immediate client, as well as achieving the desired multi-generational outcomes.Rita Kozuch is a Client Associate who has been delivering world-class support for all aspects of Client Service with Merrill Lynch for over 20 years. She is dedicated to creating the outstanding experience that clients deserve. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.