Staff Directory

Judd Berube

Assistant Vice President

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Phone: 301-581-7319

Judd has spent nearly 20 years in the financial services industry and brings more than 10 years of retirement plan expertise to the role.  As an Assistant Vice President, he partners with plan sponsor clients to ensure the plan fiduciaries follow industry best practices with regard to the oversight of their retirement benefit programs.

Judd’s experience as a retirement services professional has allowed him to work closely with plan sponsors to provide strategic solutions, including fiduciary guidance, retirement plan design consulting, investment due diligence, IRS/DOL/ERISA compliance, and participant education campaigns.  He is committed to the ideal of Retirement Readiness, collaborating with employers to craft well-thought-out retirement programs that advance the financial well being of employees and improve retirement outcomes for participants.

Prior to coming to The Meltzer Group, Judd spent eight years with The Principal Financial Group’s Retirement and Investor Services division, working in the Washington, DC area.  Judd has a Bachelor of Business Administration in Marketing from James Madison University in VA.  He was awarded the AIF® – Accredited Investment Fiduciary Certification, and currently holds a FINRA Series 7 General Securities Representative Licenses and a FINRA Series 66 Uniform Combined State Law Exam License.  Judd also holds his Maryland resident Life and Health insurance licenses as well as non-resident licenses in several other states throughout the Mid-Atlantic region.

Judd resides in Rockville with his wife and two children.  He enjoys leading an active lifestyle, with interests that include traveling, ice hockey, mountain biking and motorcycling.