News and Commentary

🌴✨ Sending a little Florida sunshine your way! ✨🌴 While my Connecticut crew was bundling up, I traded in my winter coat for some warm weather and a little formal-night glam at the Barron’s Advisor Women Summit. 💃😉 I spent the week surrounded by 700 amazing women who collectively manage about $1 trillion (yes… trillion!) — but the best part was feeling inspired and grateful for all of YOU back home who make what I do so meaningful. ❤️ Can’t wait to bring home the good energy, fresh ideas (and hopefully some warmth). See you soon, CT! ❄️➡️☀️ — Donna 🌺

Last week, we had the joy of gathering with our amazing clients for our annual Mystic Client Appreciation Dinner — a chance to say thank you for the trust, relationships, and community we’ve built together. This year, we wanted our celebration to extend beyond the room… so we partnered with The Shoreline Soup Kitchen & Pantries to collect food donations for local families in need. Thanks to the generosity of our clients, we filled our donation bins and our hearts. ❤️ We are truly grateful for a community that not only supports us, but also shows up to support others. Together, we can make a difference — one meal, one act of kindness, one evening at a time. Thank you to everyone who joined us and contributed. We look forward to continuing to serve you and our community in meaningful ways. ✨ With gratitude, Donna, Adam, Stephen, and Lisa

In an ongoing effort to provide unparalleled service to our clients, the Judge & Associates Wealth Management team is pleased to announce the addition of new team member: Lisa Sowers, Registered Private Client Associate Lisa brings over 25 years of experience in the financial services industry to the team, with a strong background in working with clients and managing complex financial processes. She supports the team as a Registered Private Client Associate, ensuring each client’s experience is seamless, personalized, and aligns with their unique financial goals. With a background in institutional and retail financial services, most recently at Merrill Lynch, Lisa assists with client onboarding, account management, and investment operations. Originally from New York, Lisa has been a resident of Connecticut for over two decades. Having raised her family in Guilford, she is now a resident of Niantic and loving her new town. Outside of work, Lisa spends most of her time with family. She also enjoys cooking, gardening, and long walks at Hammonasset. Lisa can be reached at lsowers@janney.com or 860.661.0805 Please join us in welcoming Lisa!