Judi Plescia

Judi Plescia is a Senior Associate at CM Wealth Advisors, based in Cleveland, Ohio, where she has been a valued member of the team since 2007. In her current role, she provides comprehensive client support and administration, working closely with high-net-worth individuals and families to manage account operations and facilitate wealth planning strategies. At CM Wealth Advisors, she is part of the core service team, contributing to investment management and client relations within the firm’s boutique environment that focuses on personalized attention.

Judi’s professional expertise includes extensive experience in accounting and administration, developed over a dual-sector career. Prior to joining CM Wealth Advisors, she served in Human Resources at eCom Title and as an Accountant at Zion, Synek & Associates, roles where she developed a detailed understanding of business operations and financial reporting. Her work at CM Wealth Advisors primarily covers multifaceted investment portfolios, with a particular focus on administrative oversight and operational excellence crucial to private wealth management.

She holds an Associate’s degree in Accounting from Cuyahoga Community College and is a graduate of Lumen Cordium High School. Judi is recognized for her strong organizational skills, client service orientation, and unwavering commitment to operational accuracy, making her a vital asset to CM Wealth Advisors and its clientele.