Jude H. Wilson
121 South Orange Avenue, Suite 1500, Orlando 32835
4502 Cortez Rd W #302 Bradenton, FL 34210
FL
32801
Professions
Chief Financial Strategist, Financial Advisor, Financial Planner
About Me
Workshops Offered
Allocation & Modern Portfolio Theory
Budgeting
College Planning
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
First Time Home Buyers
Financial Blunders
Getting Your Financial House in Order
Social Security Explained
I.D. Theft
Investing Basics for Women
Investment Concerns in a Fragile Market
Issues of Aging Parents
How to Increase Your Health and Wellness
Legal Lessons for Life
Maximizing the Right Mortgage Strategies in Todays Market
Taking Control of your Cash - Addressing Debt
Refining your Mortgage 101
Strategies for a Sustainable Income in Retirement
Stress and Your Health
Tax Planning
The U.S. Housing Crisis
Understanding 401k Rollovers
Understanding Critical Disability Issues
Women Approaching Retirement and Beyond
You and Your Credit Score
Financial Behavior
Medicare
Jude Wilson, CWS®, MBA
Chief Financial Strategist
With over 25 years of experience in retirement planning, Jude is our trusted Chief Financial Strategist. He has successfully guided individuals across multiple generations, including Millennials, Gen X, Baby Boomers to achieving their desired retirement lifestyle. Jude is highly skilled in tax reduction strategies and specializes in creating effective retirement plans tailored to each client’s unique needs and aspirations.
Jude’s extensive background includes invaluable experience with some of the nation’s leading financial and insurance firms, including Prudential Insurance, Wachovia Securities, SunTrust Bank, and Morgan Stanley. He holds several licenses, including the Series 7, 6, 63, and 65 licenses for investments and insurance. Additionally, Jude has earned the esteemed Certified Wealth Strategist (CWS®) designation and is a proud recipient of The Bucket Plan Certification (TM) through Clarity to Prosperity.
Through his hands-on involvement, Jude not only oversees the day-to-day operations of Centrus Financial Strategies but also personally manages client portfolios with utmost care and attention.
Two Locations:
121 S Orange Ave
121 S Orange Ave, Orlando, FL 32801
4502 Cortez Rd W #302
4502 Cortez Rd W, Bradenton, FL 34210