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Zachary Judson

Associate AdvisorZachary Judson

Associate Advisor
Zachary Judson


  • My interest in financial planning began during an internship, where I had the opportunity to see firsthand the positive impact financial advisors have on their clients' lives. It didn't take long for me to realize that I wanted to build a career helping people achieve their financial goals and feel more confident about their future. Coming from a family that wasn't familiar with the financial industry, I also saw how valuable it is to have a trusted professional to answer questions and provide guidance through important financial decisions. That experience inspired me to become the kind of advisor who helps bring clarity, confidence, and peace of mind to others. I began my college career at William Woods University, where I studied business and played collegiate baseball before transferring to the University of Missouri–St. Louis to earn my Bachelor of Science in Business Administration with a concentration in Marketing. I currently hold my Series 7 and Missouri Life and Health Insurance licenses and am pursuing my Master of Business Administration with a Finance emphasis as I continue building my career in financial services.

  • As a Client Service Specialist, I'm focused on providing exceptional support to both our clients and advisors while continuing to grow my knowledge of the financial planning profession. Every day is an opportunity to learn, build relationships, and help create a positive experience for the people we serve. What motivates me most is knowing that the work we do helps clients feel more confident about their financial future. I believe great service begins with listening, being dependable, and always looking for ways to make someone's experience a little easier. I'm excited to continue growing in the industry while helping clients pursue the goals that matter most to them. 

  • I was born and raised in O'Fallon, Missouri, where I still live today. I'm the youngest of four children, and my parents, Don and Vicky, along with my older brothers, Alek and Nick, and my sister, Lauren, have always encouraged me to work hard and give my best effort in everything I do. Their example of dedication and perseverance continues to shape both my personal and professional life. Outside of work, sports have always been a big part of who I am. I played college baseball as a pitcher for two and a half years and still enjoy competing in a local men's baseball league. I'm also a lifelong St. Louis Cardinals fan and enjoy catching games whenever I can. During football season, you'll almost always find me cheering on the Green Bay Packers, a team I've followed for as long as I can remember.

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