Andy began his career at Merrill Lynch Wealth Management in August of 1982, and during his time as a financial advisor had been recognized by Barron's as one of America’s Top 1,200 financial advisors for the 10th consecutive year in 2018* (published annually in March. Rankings based on data as of September 30 of prior year.)
 
After his first year in the business, he was recognized as the top FA out of his class of nearly 200 trainees. Andy has lectured at the Merrill Lynch Training School and has served on numerous committees for the firm to help improve new advisor success.  Before joining Merrill, Andy began his career as a CPA at a major accounting firm (Andy does not give tax advice in his current role at Merrill). Andy graduated from Ithaca College in 1980 with a BS in Accounting. Andy and his wife Elise, have three children and reside in northern NJ.

Andy holds the Chartered Retirement Planning Counselor designation and holds his FINRA Series 7, 63, 65, and Life & Health Insurance registrations. 
 

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.

 The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

Jordan joined Merrill Lynch Wealth Management in the summer of 2012. Jordan is a Managing Director, Wealth Management Advisor, and has earned the CERTIFIED FINANCIAL PLANNER™ certification. He guides clients in all areas of wealth management and also brings a multigenerational component to the team. He feels that his commitment to wealth planning has made a true impact on the lives of his clients in helping them pursue financial goals. 

Jordan has been honored by being named to Forbes’ "Top 250 Next-Generation Wealth Advisors" list in  2019, and “Top Next-Generation Wealth Advisors” list in 2021 and "Top Next-Generation Wealth Advisors" list in 2022* (published annually July - Sept. Rankings based on data as of March 31of current year.) Jordan holds his FINRA Series 7, 66, and Life & Health Insurance registrations. Jordan has served on Merrill's nationally recognized Next-Gen Leadership Council. Jordan is a graduate of Boston University and resides in Northern New Jersey with his wife, and two children. 

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC

Judy Kaufman is a Vice President, Senior Wealth Planner for the Liss Group at Merrill Lynch, where she manages the team’s planning and estate solutions, advanced operations, and partners closely with the advisors on client relations.

In addition to building strong relationships with clients and internal partners, Judy’s diverse industry background enables her to help the team navigate complex scenarios.

Judy’s career began 19 years ago when she interned for a large Wealth Management team at Morgan Stanley in Los Angeles, CA. Upon graduation, she accepted a role working directly with branch management and operations. As her career evolved, she had the privilege of partnering with senior professionals who focused on complex investment and planning strategies; specifically in the areas of customized portfolio implementation, advanced gifting, lending solutions and wealth preservation.

Prior to rejoining the team, Judy served as a Group Director for Morgan Stanley Private Wealth Management, where she led a team of professionals who specialized in financial planning, portfolio construction, philanthropic services and tax strategies.

Judy graduated from California State University with a Bachelor of Arts Degree in History, with a concentration on military strategic and tactical planning. She also holds various industry registrations and the Accredited Asset Management Specialist designation. Judy resides in Wyckoff, NJ with her husband, Rob and 7-year-old son, Chase. In addition, she enjoys serving on local school committees.