Jude McDaniel

Partner Advisor

CLU®, ChFC®, AIF®

With over forty years of financial sector experience, Jude McDaniel, ChFC®, is a partner-advisor in Allworth’s Lawrence, Kansas office. When asked about her philosophy and approach to advising, Jude said, “My main objective is to work closely with a client to identify and accomplish financial goals that improve their quality of life and launch them on the path toward a great retirement.” She is married to a market analyst, Wayne McDaniel, CFP, CLU, CAP. Jude is an avid volunteer and charitable benefactor in the Lawrence community. One of her proudest milestones is the fact that several of her clients have worked with her for more than four decades.

Latest Insights


The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

Read more
How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

Read more
Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

Read more