Jude V. Gleason

MBA, CFP®, AIF® | Senior Wealth Advisor

30

Years

Total Experience

14

Years

With REDW

Specializing In:

 

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Education:

Jude holds both a Master and Bachelor of Business Administration from the University of Phoenix in Albuquerque, NM. He also attended Vassar College in Poughkeepsie, NY and the University of New Mexico.

Meet Jude

With more than 30 years of investment experience in the financial industry, Jude excels at building life-long, mutually beneficial relationships with his clients, fellow team members, and colleagues. A former Chief Investment Officer with REDW Stanley Financial Advisors (now REDW Wealth), Jude rejoined the firm in 2021 following a successful stint serving as Vice-President and Senior Portfolio Manager for the Trust & Wealth Management division of a community bank.

Specializing in portfolio management and advisory for high net worth individuals, as well as managing endowments and working with foundations, Jude has particular expertise in wealth and estate planning, asset allocation development, investment strategy and risk management.

Professional Qualifications and Memberships

Jude is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards (CFP Board), as well as an Accredited Investment Fiduciary (AIF®), granted by the Center for Fiduciary Studies.

Community Involvement

Jude is a current finance committee member and past Board member of Ronald McDonald House Charities.

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

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