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.

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Jude McDaniel

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