Judy Barton

Judy Barton is a seasoned wealth management professional with more than 25 years of experience advising ultra-high-net-worth individuals through life-altering transitions, including business sales and major inheritances. Her approach is defined by strategic expertise, keen intuition, and a deep commitment to her clients’ financial well-being. As a former business owner, Barton brings a unique perspective to wealth planning, combining professional acumen with real-life insight. Her dedication is reflected in the loyalty of her clients and frequent referrals, a testament to her ability to guide them toward financial stability and growth. Barton works closely with her BNY Mellon investment team to develop customized strategies that align with shifting economic landscapes. She emphasizes active wealth management—encompassing investing, spending, borrowing, managing and protecting assets—to ensure her clients maximize wealth preservation and growth.