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Our Team

With more than 300 experienced staff members housed within our national offices and a local staff of five, Wilson Group Financial Management is supported, through First Allied, by a robust system that drives all facets of business operations. From a highly experienced operations department to dedicated compliance and supervision departments, clients can rest assured that their assets are being handled by what we believe is a world-class organization that monitors each and every transaction with the utmost care.

Jude H. Wilson, RFC, MBA
Jude H. Wilson serves as founder and the Senior Advisor of Wilson Group Financial Management specializing in the growth and protection of financial resources. Jude manages both day-to-day operations and client portfolios. He has bachelor’s degrees in Marketing and Finance from Florida State University and a Master of Business Administration from the Rollins College Crummer School of Business. Jude has served with the nation’s top financial and insurance firms, including Prudential Insurance, Wachovia Securities, SunTrust Bank and Morgan Stanley. He has earned his Series 7, 6, 63 and 65 licenses for investments and insurance and investment consultation and he holds an RFC certification. This professional designation is awarded by the International Association of Registered Financial Consultants to those financial advisors who can meet their high standards of education, experience and integrity.

W. Shane Hunt
W. Shane Hunt serves as Chief Medical Strategic Associate with Wilson Group Financial Management. Shane began his career serving in the United States Navy as a navigator aboard the USS Moosbrugger. After being honorably discharged following four years of service, he joined Lincoln Financial Advisors as a financial planner and investment specialist. Following his tenure with Lincoln, Shane joined IMG Capital Management where he served three years as Vice-President of Investments.  In working with the Florida Medical Association, Shane realized a need to assist Florida physicians with protecting their financial future, and he was instrumental in developing the only asset protection program endorsed by the Florida Medical Association.

 

 

 
Wilson Group Financial Management

 

 
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