Names in the News: Judith Werbitt

For the second year in a row, Judith Werbitt, a senior vice president and portfolio manger for Merrill Lynch in White Plains, has been recognized as one of the country’s foremost female financial advisors.

“I’ve been very fortunate I take pride in that and it humbles me because it’s quiet an achievement,” said Werbitt, who was again named to the Barron’s Top 100 Female Financial Advisors list in 2012.

The Rye Brook resident, who advises corporations and high net worth clients, has 37 years of experience and joined Merrill Lynch’s White Plains office in 1974. 

“When I started in the job 38 years ago, I didn’t know enough about the business—but as you learn and have experience you realize how exciting and special each day is,” said Werbitt. “Each day isn’t the same. You’re working with different clients and with everything else going on with the news of the world and politics. It’s a very interesting field.”

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Werbitt—who lives with her husband Barry Fishkind and their dog Paisley—has also been named as a top broker in America by Registered Rep Magazine and Research Magazine’s Women’s Winner’s Circle. In addtion, she speaks on financial topics—like “How to Raise Financially Savvy Children” and “Financial Planning for Life and Beyond”—throughout the country.

She says the way to financial freedom is to create a budget to balance how much you make, with how much you spend and want to save in order to achieve your goals without fear and with a plan that makes you comfortable.

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