Judy Ravenna

Judy A. Ravenna
Financial Advisor Private Client Group Truist Investment Services, Inc.

16116 FL Highway 54

Odessa, FL 33556-3718

About me

Background

Judy is a Financial Advisor with Truist Wealth, offering clients more than 21 years of financial services, risk management, retirement planning, and investment management experience.  

Judy focuses on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. She follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results.

Judy places a great importance on effective communication skills and prioritize the flow of information between her clients and all other areas of the firm, making sure to listen to every aspect of their prior and current financial situation to help her formulate a financial plan to help meet their goals. She is meticulous about regularly checking with her clients to be certain that she understand any updates to their financial aspirations and that they understand everything presented to help them accomplish their financial objectives.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Finance
University of South Florida 1985

Personal Interests

A native of Florida and a graduate of University of South Florida, Judy is active in many school-related organizations and spends her spare time with her husband and three sons assisting with many youth-sporting activities.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Top 100 Bank Advisors*
Financial Planning Magazine 2019
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    * Rankings based on the following criteria. Assets under management(AUM); trailing 12 month production, percentage change in AUM from the previous year, percentage change in trailing 12 month production; amount of fee business, and the ratio of production per AUM. December 2019 Issue. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.