Milestone Advice Group
(803) 547-7526
246 Rockmont Drive, Fort Mill, South Carolina, 29708
About us
Judith Mohr is a CERTIFIED FINANCIAL PLANNERTM professional and independent financial advisor. Her financial service career began in 1987 as a financial consultant with a major brokerage firm. She later joined a large private bank to direct a team of financial specialists in investment management, insurance services, and estate planning to assist her clients' more comprehensive needs. She started her independent financial planning firm in 2002. She specializes in providing independent advice, and personal financial plans tailored to help each person reach their goals with confidence. Judith holds her series 7, 63, and 65 securities licenses and insurance licenses for Life/Health & Accident, Disability, and Long Term Care.