Senior Vice President, Business Development
Dell has over 40 years’ experience in the insurance and financial services industry. He provides Estate, Succession, and Personal Planning expertise for life, disability, long term care insurance, as well as annuities and securities, for business owners executives and professionals.
He is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is licensed for Life Health Accident and Property Casualty insurance in all states and is FINRA licensed Series 6,7,24,51,63, 65 in OH, FL, PA, NY, NJ, TX, CA, IL, WV. Dell also is a Registered Representative with Lion Street Financial.
Education and Professional Affiliations
Mr. Judd attended Cleveland State University. Mr. Judd is a member of several non-profit and charitable organizations which include Rotary International, the Cleveland Association of Insurance and Financial Advisors (CAIFA), the Cleveland Estate Planning Council (EPC), the Northern Ohio Planned Giving Council (NOPGC), the Sales and Marketing Executives (SME), the Bedford City Schools Business Advisory Council and the Girard Securities Advisory Council.
He currently serves on the board for University Hospital Healthcare System, Cleveland/Akron Society of Financial Services Professionals, and the National Board of the Society of Financial Services Professionals. Previously he has served on the Campaign Cabinet Committee for United Way and served on the board and was the past membership chairman for the Chagrin Valley Country Club where he has been a member for 29 years.