Judy is an integral member of the Lee Private Wealth Management Group of Wells Fargo Advisors.

With over 35 years of experience in the financial services industry, Judy has honed her knowledge of a broad selection of financial topics over the years. She schedules meetings, prepares communications and plans Team events. Her primary focus is building and maintaining trusted client relationships by taking a prompt, personalized and proactive approach to managing client needs on a day to day basis. Her familiarity with asset management, information services and operational procedures helps ensure superior “white glove” customer service. Judy is often the first point of contact for clients and enjoys carrying out her many duties with diligence and precision.

Licenses and Registrations

Judy Rich has her FINRA Series 7 and 63 registrations as well as her Life, Health and Disability Insurance registration.

Past Experiences

Judy has worked for Wells Fargo Advisors for over 32 Years. She began her career with predecessor firm A.G. Edwards & Sons as an Operations Manager and Registered Sale Assistant.

Education

Judy graduated from with an Associate’s Degree from North Shore Community College

Community Involvement

Judy is actively involved in coordinating her Wells Fargo Advisors branch office’s involvement organizing events to provide support for Beverly Bootstraps. She also volunteers her personal time with Beverly Bootstraps, supporting Holiday and Back to School events – helping organize food distribution and school supplies. Judy also is on the board of the Beverly Cove Improvement Association. Judy volunteers many hours helping to raise funds for their annual scholarship fund and organizing community events.

Personal Life

Judy and her husband Bill live in Beverly. They enjoy spending time with their children Michael and Sandra, traveling and being on the lake in NH. 

A Senior Client Associate with nearly 19 years of financial industry experience, Jennifer is one of the first contacts clients have with the Lee Private Wealth Management Group of Wells Fargo Advisors. Her enthusiasm, dedication and commitment to excellence enable her to address the important concerns of our clients. When our clients need an ally to help them with administrative issues, they turn to Jennifer.

Past Experiences

Jennifer started with the company in 2005 when it was A G Edwards & Sons and held the positions of Wire Operator and Cashier. In 2007, she had an opportunity to become the Operations Manager, reporting directly to the President, for a young startup company called Blue Egg, an online service for eco-friendly products and services in Cambridge Mass. After the company moved its operations to San Francisco, CA, Jennifer came back to AG Edwards in late 2008. During the company’s transition to Wachovia and then Wells Fargo Advisors, she was the Branch Training Liaison and the Branch Readiness Coordinator, while also holding the position of Client Associate. After several years she also became the Administrative Assistant for the Boston Branch. In 2015, after almost 10 years of commuting to Boston, Jennifer joined the Team in Beverly, the town in which she resides, as a Senior Client Associate and Assistant Vice President.

Education

Jennifer has a Bachelor of Arts Degree in Hotel Hospitality Management from Johnson State College.

Community Involvement

Jennifer has participated in opportunities presented to her through the Wells Fargo Advisors Community Involvement Program. When working in Boston, she served meals at the Veterans Homeless Shelter and preformed seasonal cleanups on the Rose Kennedy Parkway. Jennifer has also represented Wells Fargo Advisors, with over 70 other team members, in carrying the Wells Fargo Advisors banner in front of the firm’s stagecoach in the Boston, MA Pride Parade. She has also worked Habitat for Humanity and Beverly Bootstraps.

Personal Life

In her free time, Jennifer enjoys spending time with her family and friends, traveling with her wife Patty, watching the Red Sox and Patriots, going to the beach, reading and taking care of her home.

In her 35+ years in the financial industry, Lisa has taken great pride in helping clients as they strive to meet their financial goals. Her primary focus is building and maintaining trusted client relationships by taking a prompt, personalized and proactive approach to managing their needs on a day-to-day basis. She is available to help to answer their questions, resolve problems that may arise, service their accounts, provide necessary financial reporting, co-ordinate online access, and address their needs with precision and efficiency.

Professional Registrations

Lisa Schuhmacher has her FINRA Series 7 and 63 Registrations.

Past Experiences

Lisa began in the financial industry, as an intern at Merrill Lynch in Boston back in 1985. Prior to joining Wells Fargo Advisors in 2009, Lisa worked at Merrill Lynch in seven Metro Boston offices between 1987-2007, in various roles including Registered Sales Assistant, Assistant to the Administrative & Operations Managers, Cashier/Wire Operator/Branch Office coordinator, Resident Manager Assistant, and Senior Associate. From 2007 until 2009 she worked at Smith Barney in Danvers, MA as a Senior Registered Client Associate.

Education

Lisa Schuhmacher has a Bachelor of Science Degree in Business.

Community Involvement

Lisa spent 18 summers volunteering with Christian Athlete Hockey Camps/ Hockey Ministries International on the North Shore. She also volunteered for 10 years working with Senior High students as a Youth Group Leader for high school students at her church and leading Senior High Mission Trips to Romania/Moldova and Trinidad/Tobago. She also volunteers where and when she can at Lexington Christian Academy – her high school alma mater.

Personal Life

Lisa enjoys spending time with family and friends (especially the kids), is an avid Boston sports fan, loves the outdoors, gardening, cooking, traveling and music.