Locally Committed:
Heart of Kentucky United Way and Operational Christmas Child, volunteer.
PROFESSIONAL EXPERIENCE
Years of experience in the financial experiences industry
$18
Years in Trust Services
$7
EDUCATION
Eastern Kentucky University
$
Canon Financial Institution
$
JUDY WALKER
Contact Info
Assistant Vice President, Trust Administrator
859-238-0669
judy.walker@wealthsouth.com
Primary Responsibilities:
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Works directly with trust clients to review and explain trust plan, performance and answer questions
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Prepares trust’s tax returns, including Kentucky Inheritance and Federal Estate Tax returns
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Maintains trust’s records
Core Philosophy
I consider it a great privilege when clients place their trust in us to help them achieve their financial goals.
