Levi C Wade, CFP®,
CFP®
Founding Partner, True Harvest Wealth Management
Wealth Manager, RJFSA
Having spent nearly two decades studying personal finance, Levi applies an abundance of knowledge and personal care in his approach to working with his clients. Levi believes deeply that the most successful wealth management strategies look at the bigger picture and go beyond just investments to include managing risk, life goals, legacy planning and charitable giving. It is this comprehensive, strategy-focused and personal approach, along with a commitment to his clients’ best interests, that sets Levi apart.
Levi holds the esteemed CERTIFIED FINANCIAL PLANNER™ designation. He received his bachelor’s degree in finance from the University of Oklahoma and obtained his designations through study with the College for Financial Planning.
On a day-to-day basis, Levi spends time getting to know his clients as he works to provide clarity, education and guidance. He finds great joy in building relationships with his clients and being a part of their personal journeys.
Outside of the office, Levi is a family man and an active member of his community. His hobbies include cars, from classics to offroad, as well as camping and exploring the great outdoors. He is a board member of F.A.I.T.H. Kids (a nonprofit for children facing life threatening cancer), a member of First Baptist Church of Nicoma Park and a member of the Tornado Alley Alumni of Delta Sigma Pi. He is a passionate supporter of Hope for Haiti’s Children, the Cystic Fibrosis Foundation, Stand in the Gap Ministries, WeCare and others.
Originally from Oklahoma, Levi currently resides in Choctaw with his wife, Alexandria, his two children, Lyla and Simon, and their two corgis.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Raymond James is not affiliated with the above organizations and/or charitable causes.
