Judia Chang
Wealth Planner
About Judia
Judia Chang partners with wealth advisors in all aspects of financial planning services including data gathering and synthesis, plan analytics, and creating financial planning exhibits. She conducts research related to investments, insurance, income/gift/estate taxation, and retirement plans. Additionally, Judia consults with external professionals when necessary to oversee the implementation of financial plans. For over eight years, she held a similar role at JPMorgan Private Bank creating customized plans and coordinating the implementation of services for clients.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.