Strategic Financial Services, LLC

Judith Vicks Sweet, CFA

Chief Financial Officer
Strategic Investment Advisors, Inc.
Chartered Financial Analyst Charterholder

Education, Experience and Community Service

Co-Founder Strategic Investment Advisors, Inc.
More than eighteen years experience in investing
Former portfolio manager for the Investment Services Department of Marine Midland Bank, managing more than $150 million in equity and fixed income management of trusts, estates and investment management accounts
Corporate Trust Department of the Bank of New York in New York City
Bachelor of Arts degree in Economics from Bucknell University and is a Chartered Financial Analyst Charterholder

Mrs. Sweet is a former Trustee for the Pathfinder Village, a residence facility for children and adults with Down Syndrome. She also served as a member of the Board of the Mohawk Valley Chamber of Commerce. Mrs. Sweet is currently a member of the Board of Trustees for the St. Margaret's Corporation of Utica. She is also a member of the Commercial Travelers Board and the Community Foundation of Herkimer and Oneida Counties, Inc. Board. She worked on a Capital Campaign for Utica College and is Past Treasurer and Board member of the Utica YWCA and former Director of Family Services of Greater Utica.

"I spend my days communicating with clients. We are not selling a product, we are giving investment advice based on a thorough understanding of a client's needs and goals. That means taking the time not only to gain this knowledge, but to establish a comfort level and earn their trust.

I remember a meeting that ended with a client saying 'Judy, take good care of our money.' That's what it is all about. It's a serious responsibility but one I'm confident we meet.

One thing that sets us apart is the fact that clients have access to key executive talent. When you talk to us you are talking to our team of money managers; all of our experience and expertise focuses directly on your investment strategy.

The learning curve never flattens in this business, making it a continual quest for knowledge. That is where my passion lies in meeting the challenges and seeing the ultimate successes."