Judy (Hurlbut) Edge
About Judy (Hurlbut) Edge
Judy (Hurlbut) Edge is the Regional Director of Financial Planning at MassMutual and a Divisional Productivity Consultant at Merrill Lynch, with over 40 years of experience in the financial services industry.
Regional Director of Financial Planning at MassMutual
Judy (Hurlbut) Edge is currently the Regional Director Of Financial Planning at MassMutual, a role she has held since September 2018. In this capacity, she is responsible for overseeing financial planning operations within her assigned region. This includes developing and implementing financial strategies, managing client relationships, and guiding a team of financial planners. She brings to the position extensive experience in the financial services industry, ensuring clients receive informed and strategic financial advice.
Divisional Productivity Consultant at Merrill Lynch
In addition to her role at MassMutual, Judy (Hurlbut) Edge is also a Divisional Productivity Consultant at Merrill Lynch. In this role, she focuses on enhancing productivity within her division. Her responsibilities include analyzing workflows, recommending improvements, and implementing strategies to increase efficiency. She previously served as a Regional Trust Consultant at Merrill Lynch from 1997 to 2000, bringing a wealth of internal knowledge and experience to her current position.
Extensive Experience in Trust and Philanthropic Consulting
Judy (Hurlbut) Edge has accumulated substantial experience in trust and philanthropic consulting throughout her career. Notably, she worked as a Planned Giving Consultant at Fidelity Investments from 2003 to 2006 and as a Philanthropic Consultant at Fidelity Charitable Services from 2003 to 2005. Additionally, she served as a Regional Trust Consultant at Prudential Securities from 2000 to 2003. Her roles have involved advising clients on charitable giving strategies, managing trust accounts, and ensuring the optimal execution of philanthropic plans.
Educational Background and Professional Designations
Judy (Hurlbut) Edge holds a BA in Economics from DePauw University, where she studied from 1974 to 1978. She further advanced her expertise in trust and financial services by studying at Cannon Financial Institute, achieving the Certified Trust and Financial Advisor (CTFA) designation from 1995 to 1997. These academic credentials have equipped her with a strong foundation in economic principles and specialized knowledge in trust management.
Career Beginnings and Early Roles
Judy (Hurlbut) Edge began her career as a Financial Advisor at Morgan Stanley from 1979 to 1985. Following her tenure at Morgan Stanley, she served as V.P. Trust Business Development at Florida National Bank, First Union, and Wachovia from 1992 to 1997. In these roles, she developed expertise in trust business development and gained experience in promoting trust services, managing client portfolios, and increasing the bank's trust business footprint.