JUDY WALKER
1505
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Wealth Management Danville Kentucky

PROFESSIONAL EXPERIENCE

Years of experience in the financial experiences industry
18
Years in Trust Services
7

Locally Committed:

Heart of Kentucky United Way and Operational Christmas Child, volunteer.

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:

  • Works directly with trust clients to review and explain trust plan, performance and answer questions
  •  Prepares trust’s tax returns, including Kentucky Inheritance and Federal Estate Tax returns
  •  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.

FOR CONTACT INFORMATION