Wealth Advisor, New York Life Securities and Eagle Strategies
As an Eagle Strategies and NYLIFE Securities Wealth Adviser with New York Life, Judy Klebanow CFP® works with high-net-worth families, individuals, business owners and professionals specializing in all aspects of advanced planning: wealth preservation, legacy transfer, retirement asset protection, business succession and charitable gift planning. Through the New York Life Advanced Planning Group, Judy provides access to a nationally known group of knowledgeable, experienced professionals who can understand, examine and provide well-researched solutions to help optimize financial goals.
Prior to joining New York Life, Judy was Director of Membership at TIGER 21, the nation's premier peer membership organization for ultra-high-net-worth investors and entrepreneurs. She started her financial career with Prudential followed by Bank of America and its successor companies. As Ultra-High-Net-Worth Wealth Management Banker with Bank of America Merrill Lynch, Judy delivered liquidity management and asset leveraging solutions to clients with an average asset base of $50+ million. In this role she worked closely with U.S. Trust and the Commercial Real Estate Bank, where core competencies focused on broadening and deepening client relationships across the franchise. While attending the Hebrew University of Jerusalem, Judy began her career
at the Knesset, Israel’s Parliament. Upon her return to New York, Judy served in the Government of Israel - Ministry of Finance - Economic Mission to the U.S. She has traveled extensively (71 countries) and is fluent in five languages.
Judy is a Certified Financial Planner, holds the Series 7, 63 and 65 securities licenses and is life and health licensed in NY, NJ, CT, TN, FL, RI and CA #0E29206.