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  • Writer's pictureKaren Brittingham-Edmond

Merrill's Judith Lee Named Among Top Wealth Advisors in New Jersey by Forbes!!!

Updated: May 3

April 26, 2024

Merrill Press Release

Shout Out Press Release! - Shout Out Press Release - Shout Out Press Release

Judith Lee Wealth Advisor at Merril

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Forbes has recognized the exceptional talent of Judith Lee, a wealth advisor at Merrill, by naming her one of the top wealth advisors in New Jersey. This prestigious accolade is a testament to her unwavering commitment to providing unparalleled financial guidance and support to her clients. With her wealth of knowledge and experience in the industry, Judith has undoubtedly made a significant impact on the lives of those she serves.

Congratulations to Judith Lee on this well-deserved achievement!

Echo News T.V. L.L.C. Editor Publisher Karen Brittingham-Edmond

Exciting news! New Jersey's very own Judith Lee, a Merrill Wealth Management Financial Advisor, has made it to the prestigious Forbes "Top Women Wealth Advisors Best-in-State" list for 2024. With over twenty-five years of experience, Judith is currently a Senior Vice President and Wealth Management Advisor leading the Lee Casey Group for Merrill. She is also the Resident Director for the Merrill Bedminster office. Judith is deeply committed to ensuring that her practice and team remain up-to-date with the modern Merrill clients they serve. Her passion for leaving a legacy and building generational wealth is evident in her work, as one of her daughters is a financial advisor in the Lee Casey group. Let's give a round of applause to Judith Lee for her impressive accomplishment!

Judith holds the Sports and Entertainment Wealth Management Accreditation ( SE-AWMA™). She wants to be able to help athletes in the early stages of their athletic journey to build financial literacy, enabling them to be empowered to make smart decisions around their economic well-being. Judith has served as past national chair of the Merrill Women’s Exchange, an initiative committed to the success of women in the organization. She gives back to her community by serving on the Board of the Greater Somerset YMCA and the Women’s Leadership Council of the United Way. Judith is a member of the First Baptist Church of Lincoln Gardens in Somerset, where, in the past, Lee has participated in the financial literacy ministry. Judith is proud of her Jamaican heritage and enjoys traveling back as often as she can. Merrill holds the No. 1 position with 409 total advisors recognized on the published list, with 377 FAs and 32 PWAs, on the Forbes “Top Women Wealth Advisors Best-in-State” list. Additionally, Merrill has 12 advisors recognized as No. 1 in the state.


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