Wade began his financial advisor career in 1987 and became a CERTIFIED FINANCIAL PLANNER® practitioner in March 1992 and an Accredited Investment Fiduciary® (AIF®) in 2009. He is an Investment Adviser Representative of Commonwealth Financial Network® and a licensed agent for life, health, and accident insurance. He is a graduate of Cornell University.
Wade lives in Canandaigua with his wife, Joscelyne, and they have three sons. He is a member of the Financial Services Institute and previously served on several charitable organization boards in his community, including F.F. Thompson Foundation, Inc., and the Canandaigua Lake Watershed Association. He is a past board member of Ontario ARC and was previously the coach of the Canandaigua Academy Ski Team.