H. Dudley Wade, CFP®
Wealth Advisor

Dudley joined CollaborativeWEALTH® in May 2018, bringing with him decades of experience in helping clients with complex wealth management issues. He helps design strategies for clients to build wealth, utilize that wealth efficiently to achieve their aspirations, and create a path for passing on a lasting heritage to loved ones or meaningful charities.

Dudley earned a Bachelors Degree from the University of Florida and pursued an MBA with the University of Louisiana at Lafayette. At UF he was a proud member of the famed Drum Line of the Pride of the Sunshine Marching Band. After college, he joined the US Army, where he was awarded the Army Commendation Medal for outstanding service.

He has been married to Carolyn since 1972, with two grown children and four beautiful and very gifted grandchildren. Living in Waldo, he and Carolyn enjoy traveling and inshore fishing on both the Gulf and Atlantic coasts. Dudley also has a hobby shop for woodworking.

Actively engaged in the community, Dudley served on the Advisory Board of the Wild Spaces and Public Spaces committee in Alachua County and also was a member of the Economic Development Advisory Council. Working extensively with the School Board, he is a founding member of the Advisory Board for the Academy of Finance magnet program. He also served as the volunteer Fire Chief of the City of Waldo for many years and was also on the City Council.

Building wealth is a behavioral issue. It is just common sense to know that you are far more likely to behave appropriately, and therefore achieve your goals, with the help of a knowledgeable, caring coach. Dudley believes passionately in his purpose of delivering exceptional financial guidance and personalized service.