Judson Whigham, AAMS®

Evaluator
DISC Type : scd

Financial Advisor at Raymond James

Austin, Texas, United States

Overview

Judson is a Financial Advisor at Raymond James, specializing in tax planning, investment strategies, and equity compensation. He draws on a unique background in brand development for Fortune 100 companies at firms like Wieden+Kennedy. He holds an AAMS® designation and studied at The University of Texas at Austin.

Outside of his primary role, Judson is a Principal at W&G Ventures, where he actively manages a portfolio of farms, ranches, and wind royalties. He is passionate about financial literacy, often sharing advice for teaching children about money in an accessible and engaging way.

He made a significant career transition from leading brand development at top creative agencies to personal finance.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Equity Compensation
He specializes in advising clients on compensation structures like RSUs, ISOs, and ESPP, a key focus of his financial practice.
Tax-Efficient Investing
His public posts frequently highlight strategies for tax-advantaged growth, such as leveraging Health Savings Accounts (HSAs) and other tax-deductible contributions.
Financial Literacy
He shows a passion for educating the next generation by sharing content focused on making financial concepts accessible and fun for kids.

Media Appearances

Judson has no verified media appearances

Work History

Financial Advisor at Raymond James
Principal at W&G Ventures
Head of Brand Development at Psyop
SVP, Brand Development and Content at Omaze
Group Brand Director at 72andSunny

Education

Double Major in Advertising & Corporate Communications from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : N/A Location : Austin, Texas, United States Job Level : Mid-senior Designation : Financial Advisor at Raymond James
URL has been copied!

Insights For Selling To Judson

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Judson is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Judson

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Judson move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Judson take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Judson

Personality Compatibility


Other Raymond James Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.