Jud Durel, CFP®, CIMA®, CPA*,

Jud DurelJud Durel CFP®, CIMA®, CPA*, PFS
Private Wealth Advisor
Phone (904) 280-2028 ext. 242
Fax (904) 280-1640
Toll-Free (800)-965-5554
JudDurel[at]montoyafinancial.com

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Experience, education, and training along with rigorous continuous educational requirements, uniquely positions Jud to serve his clients to the highest ethical standards.
Jud has over 30 years experience as a CPA, 14 years as a CERTIFIED FINANCIAL PLANNER PRACTITIONERTM, and 13 years as a Certified Investment Management AnalystSM. A comprehensive understanding of each client’s specific objectives and concerns is the basis from which he assists clients with their financial planning and wealth management needs. This approach is instrumental in developing the trust and confidence his clients expect. Jud’s experience also includes advising business owners and succession planning.
Jud has an undergraduate degree in Accounting from Texas Tech University and an MBA from SMU. His outside activities include: advising high school and college students, serving Seamark Ranch for Boys, supporting his church (Our Lady Star of the Sea) and donating time with fishing trips to various nonprofit
entities.
*Licensed but no practicing
Kestra Advisory Services, LLLC does not provide tax or legal advice and is not a Certified Public Accounting firm.