Judy Hulsey is a private wealth advisor for the Private Wealth division of Blue Trust and serves her clients out of the office in Orlando, Florida.

Judy uses her objective perspective to help clients make wise financial decisions, experience clarity and confidence, and leave a lasting legacy. Her goal is to help those she serves to focus on the things that matter most to them. Judy and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs. Her motto is she is a woman who gives wise counsel.

Before joining Blue Trust, Judy worked as a wealth strategist for another financial firm. She provided support as a trusted confidant in business development and client services. Additionally, she spent 22 years as a wealth strategist and ERISA specialist at Truist Bank (formerly SunTrust Bank), where she was consistently recognized for extraordinary client service.

Judy’s influence extends beyond her role as a wealth advisor. She is an accomplished Toastmaster, having graced various platforms from interviews to conferences, including the prestigious Pinnacle Forum Annual Conference, Arete Executive Women of Influence, J4 Leaders, and The Seven Money Types of the Bible Seminar. In 2018, her expertise was recognized with the publication of her article, “7 Questions to Ask a Potential Advisor,” on Investopedia. She further solidified her thought leadership with her article, “5 Considerations for Women Who Want to Invest,” published on Nasdaq.com.

Active in her community, Judy is a board member for Support Our Scholars. This non-profit provides financial and emotional support to first-generation disadvantaged young women with extraordinary potential during their college journey. Also, she is on the board of the Paving the Way Foundation, which helps educate school children on the ways to identify and avoid human trafficking. She is also a graduate and supporter of Lifework Leadership, and she helped launch the organization’s international growth.

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Judy

  • Will Your Wealth Make it to Gen 4?

  • Video Introduction: Judy Hulsey, Private Wealth Advisor

  • The Best Way to Plan For Retirement Involves One Major Must: God

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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