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Judith A. McNiff
Judith A. McNiff, CFP®
Financial Advisor
111 S. Pfingsten Road
Suite 200
Deerfield, IL 60015
tel: 847-480-3602
toll free: 800-543-3623
fax: 847-498-1546
Email Me
Welcome Associations Honors Education Services Experience
Welcome

My primary focus is working with clients who have undergone a major life event such as death of a spouse, divorce, retirement or career change. As a woman who has experienced several major transitional events, I understand how frightening and chaotic financial uncertainty can be.
 
My true value comes from being your trusted advisor. We will unravel the complexities of your financial affairs and create a Lifestyle Plan that clarifies and simplifies your financial future. This plan will also reflect your personal values and priorities and be a guide for future financial decisions. 
 
My mission is to help clients gain greater independence over their lives. I provide professional money management and ongoing financial education designed to help clients have more confidence in their ability to make sound financial decisions.
 
Please see the press release tab for my recent industry recognition.
Associations
  • Financial Planning Association
  • PADS Homeless Shelter
  • The Lilac Tree
  • EWomen Network
  • Engaging Speakers
Honors and Recognitions
  • Listed in the 2009 Guide to America's Top Financial Planners
Education and Licensing
  • Bachelor of Science - 1975
    Eastern Illinois University
    Charleston, IL
  • CERTIFIED FINANCIAL PLANNER™ Certification
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health, Accident & Annuity Insurance Licensed
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Professional Portfolio Management
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Women and Company®
  • Education Planning
  • 401k Rollovers
Business Experience
  • 2005 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Deerfield, IL
  • 1994 - 2005: Harns Investor Services
    Financial Advisor
    Libertyville, IL
  • 1990 - 1994: Lasalle Financial Services
    Financial Advisor
    Schaumburg, IL
Bulletin Board
  • Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery.
  • Ask me about Women & Co.® , a community of savvy women who appreciate that there’s always more to learn about managing money and creating wealth. Women & Co. is a program offered by Citi to clients of Morgan Stanley Smith Barney, and provides objective education and access to current financial thinking. Visit www.womenandco.com.
  • You've spent a lifetime earning your right to enjoy retirement. If the current markets have you concerned that you may not have done enough, we can help. Contact us today to schedule a retirement review, and see Built to Last? The Retirement Cash Flow and the New Longevity in the Brochures section of this site for important planning considerations.
Judith A. McNiff is licensed in the following state(s): AZ, CA, CO, FL, GA, IA, IL, MI, MN, NM, NV, TX, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Nine Signposts for 2009 (pdf)

Making Plans: The Value of Financial Planning (pdf)
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