• Wade Williams

    Financial Advisor

At A Glance:

  • Favorite Advisory Topic: Retirement planning, college planning
  • Did You Know?? Prior to transitioning to the financial services industry, Wade spent nearly a decade running a real estate company.

Registrations:

  • Series 7 (General Securities)
  • Series 66 (Uniform Combined State Law)

Licenses:

  • Life Insurance
  • Health Insurance
  • Disability Insurance 

When you first meet Wade, you immediately feel at ease, and quickly find yourself in an in-depth conversation about not only investments, but also parenting, current events or just about anything else! Wade listens with a goal to understand, which makes him easy to talk to and even easier to work with, for both our clients and the team. 

Prior to working in the financial services industry, Wade spent the early part of his career in public accounting and corporate finance before moving to the real estate industry both as an investor and then as a partner in a real estate company. This experience taught him firsthand how risk affects a person's investments, giving him a unique understanding of client’s concerns with their own investing activities, particularly for small-business owners. 

When not helping his clients meet their financial goals, Wade spends his time with his wife, Jenny, and their three children: Lydia, Adeline and Simon. He also gives back to the community both locally and internationally, and serves as a board member for the Dallastown Area Education Foundation, an organization that seeks to enhance the educational experience for children. Wade serves on the executive committee of the MIVO Foundation, a nonprofit medical mission organization that provides orthopedic medical care to the people of Haiti. In the few hours left of his spare time, he can be found either on the golf course or doing CrossFit.