Judy Zarzatian is a Client Relationship Specialist affiliated with WealthPilot Financial (WPF). In her role with the firm she is responsible for delivering in-depth investment implementation support to clients on a holistic basis. Her activities include the full-spectrum of investment servicing, which is an integral component of WealthPilot Financial’s financial planning process.
Judy has exceptional client-service skills which allows her to seamlessly handle all elements related to administrative matters. From developing and maintaining investment related data, reports and new accounts, to handling all related portfolio servicing, there is a wide array of duties that Judy performs and manages on behalf of WPF clients. Judy began her career in the financial services industry in 1989 in Philadelphia, Pennsylvania. She holds a FINRA Series 6 securities registration with LPL Financial. Judy joined Nick Meyers, the Founder of WealthPilot Financial in 2002.
Judy and her husband Mark reside in Marlton, New Jersey and enjoy their summers at the Jersey Shore.