Paul Jude, CWS®Financial Advisor
Paul Jude is a financial advisor in the Stuart, Florida office of HBKS®. He began his career as an individual equity research analyst with Greenleaf Trust, a privately-owned wealth management and trust administration firm located in Southwest Michigan.
Paul specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered within a team-based environment.
Paul studied Personal Financial Planning and Investment Analytics at Western Michigan University where he received his Bachelor’s in Business Administration. He also earned the Certified Wealth Strategist® designation and brings over 15 years of financial services experience working with individuals, non-profit foundations, and endowments.
He also serves as Treasurer of The Moment for Unity 5K Run/Walk in West Palm Beach, an event with the objective of bringing the entire community together based on respect, trust, and collaboration.