Jud Sokol

Experience

1. Wealth Advisor

   Sfg Wealth Management

   May 2021 — Present · Baltimore, MD, US

   Being in the financial services industry for over two decades, my passion is getting to know my clients on a personal level and together creating a financial strategy that best compliments their life and meets their financial goals. From estate and retirement planning strategies, insurance and investment options, to executive compensation, asset allocation studies, and college and retirement planning, I work to creatively put the most beneficial and strategic plan in place.Originally from Fredericksburg, VA, Jud has lived in the Baltimore area for more than 25 years where he raised his two daughters. He serves on the board of The Maryland Family Network that focuses on early childhood development. He is also a committee member for the Cal Ripken Sr. Foundation annual College Basketball Tip Off event. In his spare time, Jud enjoys playing golf, spending time outdoors and watching his daughters play lacrosse.Jud graduated from Denison University with a B.A. in Economics where he also played golf and football. Jud is a Wealth Advisor and holds the Series 7, 6, 24 & 63 registrations through LPL Financial and the Series 65 registration through SFG Wealth Management and holds a health and insurance license. Before entering the financial industry, Jud was National Sales and Marketing Manager for Softspikes, Inc. the company that revolutionized the golf shoe cleat industry.

Skills

• Sales Management
• Finance
• Estate Law
• Valuation
• New Business Development
• Account Management
• Due Diligence
• Business Planning
• Employee Benefits
• Investments
• Financial Analysis
• Securities
• Estate Planning
• Strategic Planning
• Marketing
• Sales