Morris, Pool & Associates |
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Judy M. OaksDirector of Operations
Phone: (937) 853-7527 ext.100 Judy has over 20 years of experience in the financial services industry. She handles overall operations for the firm including service support, new business processing and client relations. Judy resides in Butler Township with her husband Zane and enjoys cooking, gardening, golf, and spending time with her 3 grandchildren. ![]()
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4489 Far Hills Avenue Phone: 937-853-7527 Main
charlie@morrispool.net |

Advisory services offered through ValMark Advisers, Inc., An SEC Registered Investment Adviser. Securities offered through ValMark Securities, Inc, Member FINRA, SIPC. 130 Springside Dr., ste. 300, Akron, Ohio 44333. 800-765-5201. Morris, Pool & Associates, LLC is a seperate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.