Napoleon Bonaparte
Wade began his finance career in 2022 at Merrill Lynch Wealth Management before joining Thrift Private Wealth of Raymond James. He takes a client-focused approach that goes beyond investments, emphasizing a thorough understanding of his client’s financial situation, life goals and investment objectives to provide personalized service. His wealth management strategy addresses key areas including asset growth, risk management, tax planning, retirement preparation and wealth transfer.
Wade earned his bachelor’s degree in history from the University of Delaware in May 2021 and was a member of the Division I men’s lacrosse team. Wade is also highly credentialed, earning the Certified Financial Planner® certification from the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ (CRPC™) designation.
Originally from Lutherville-Timonium, Maryland, Wade currently lives in Easton. His interests include coaching lacrosse at The Country School, golfing, boating, supporting Baltimore sports teams and spending time with family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.