MILESTONE ADVICE GROUP | MILESTONEADVICEGROUP.COM
JMOHR@MILESTONEADVICEGROUP.COM | (704) 887-4902
About: Judith Mohr is the owner of Milestone Advice Group. Milestone Advice Group is a one-of-a-kind wealth management firm working collaboratively with clients throughout the United States to provide comprehensive financial advice. Judith graduated from Texas Christian University with a degree in Communications in Human Relations. She began her career in wealth management in 1987, and earned her CERTIFIED FINANCIAL PLANNER™ designation in 1999.
A devoted TCU Horn Frogs and Carolina Panthers football fan, she resides in Charlotte, North Carolina with her husband Davis, two sons Max and Michael, and two dogs.
Specialties: Judith works extensively with executives, business owners, health care professionals and others who seek confidence in planning the retirement phase of their lives. Judith specializes in Retirement Package Evaluation as well as Retirement Income Distribution Planning. She has presented hundreds of retirement workshops and is well-known for her captivating and enlightening seminars.
MEMBER SINCE APRIL 2018
Securities offered through Securites America, Inc., Member FINRA/SIPC and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Judith Mohr, Representative, Milestone Advice Group and the Securities America companies are not affiliated.