Bud recently joined Clarfeld | Citizens Private Wealth to serve as a Wealth Advisor supporting the new Citizens West Palm Beach Wealth Center. In his role, he brings over 20 years of industry experience and is focused on investment advisory, and financial planning for high-net worth families, and individuals as well as trust and estate work.
Prior to joining Clarfeld |Citizens Private Wealth, Bud worked for Fidelity for 14 years. He has also held roles with Clariti Wealth Advisors, Merrill Lynch and Prudential.
Bud holds a B.A. degree in Economics from St. Mary’s College of Maryland. He is a credentialed Certified Financial Planner (CFP).
He resides in Jupiter, Florida and enjoys motorcycle racing, surfing and scuba diving as well as trying to get his wife and two daughters to watch Moto GP with him! Bud is passionate about supporting our Veterans and proudly helps to raise to money to aid Veterans in need.