Judy Noelle has been with CCP, Inc. since 1995. During her time at CCP, Inc. she has participated in numerous aspects of office and client processing.
In her role as a paraplanner, Judy assists the CCP, Inc. team of Financial Advisors in collecting data and preparing reports as part of client Comprehensive Financial Plans and Portfolio Reviews. Through guidance of a Financial Advisor, she contributes to the client team by gathering and organizing research relevant to client's needs and helps track follow up and implementation.
In addition, Judy also maintains our portfolio management software. She monitors and updates the software with current client account information and specializes in coordinating the client reports for Planner review and use. Under the direction and recommendations of the Financial Planning team, Judy executes trades for Portfolio Management clients.
