Judith A Lee
Advisor at Merrill — Bedminster, NJ Crossroads Dr
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
26 years
Location
Bedminster, NJ 07921
Merrill
Institution
Judith Lee is the Senior Resident Director at Merrill, where she leads a comprehensive wealth management practice. She has been recognized multiple times by Forbes, including listings as a Best-in-State Wealth Advisor from 2019 through 2026 and America's Top Women Wealth Advisors in recent years. Judith's work focuses on collaborating with clients to develop tailored financial strategies that address wealth growth, retirement income, mortgage and lending needs, and estate planning. She has a particular interest in supporting women navigating life transitions such as retirement, divorce, caregiving, widowhood, and inheritance.
Judith holds a Bachelor of Business Administration degree from Hofstra University and has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She serves as the National Chair of the Merrill Women's Exchange and is active in community organizations such as the Greater Somerset YMCA and the New Jersey Orators, where she formerly coached the New Brunswick chapter.
Outside of her professional activities, Judith enjoys cooking, dancing, golfing, swimming, and traveling. She values learning about different cultures, cuisines, and customs through her travels. Judith resides in New Jersey.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Bedminster, NJ Crossroads Dr
1 Crossroads Dr
Bedminster NJ 07921
Advisors at this office
10
New Jersey · Texas
26 years of industry experience
Bank of America, N.A.
2011 - Present • 15 years
Bedminster, NJ
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2006 - Present • 20 years
Flemington, NJ
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