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Judith Naegely, CPFA®

Judith Naegely, CPFA®

Financial Planner, Financial Services Representative

Judith started off her career in 2007 as an entrepreneur, and small business owner in home health.  As someone who operated and led a rehab home health organization for 13 years, Judith has witnessed first hand what devastating effects improper planning can have on a family.  With a passion for helping people and a background in finance, Judith joined the Marathon Wealth team in 2020 to transcend her services to financial advising.  Judith's focus is on guiding her clients in making sound financial decisions by helping them build a comprehensive, holistic Plan and advising them to invest in ways that truly align with their needs & goals, now and into the future.  

As seen with unwavering patient care, something she learned from a decade of working with selfless clinicians, Judith's approach is client-centered.  Long-term relationships that encourage open and honest communication have been the cornerstone of her foundation to helping her clients achieve success.  

Judith holds several business degrees from the University of North Florida where she played
Division I NCAA Women’s Soccer. She enjoys reading, being active, playing tennis, soccer, traveling, and exploring the outdoors with her family; her husband and their two sons.