Designations and Licenses

Wade is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor℠.

Experience and Education

Wade provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Wade was a financial planner at CAPTRUST. Before that, he was a financial advisor at Waddell & Reed.

Wade holds bachelor’s degrees in finance and accounting and an MBA in accounting from Tennessee Tech University.

Personal Interests

Away from the office, Wade enjoys all things sports and fitness. He is a proud husband and new dad who loves to travel the world, especially hiking national parks. He is a member of the FPA and Joy Church. He also supports the Tennessee Tech Alumni Association.

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.