Investment Counselor

John Wade has been with the firm since 2015 after a successful 10-year career in the banking industry. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018 and he became an approved advisor for the NFL Players Association in 2024. John Wade also serves in various leadership roles within the firm, including the Board of Directors and the Executive Committee. John Wade holds a B.A. from Rhodes College as well as a graduate degree in banking from the Southwestern Graduate School of Banking (SWGSB) at SMU. He played football at Rhodes where he was a four-year starter. Educational honors include receiving the SWGSB 2015 President’s award. John Wade was also a 2011 member of Mobile’s 40 Under 40 Class. His legacy non-profit involvement includes the Fuse Project, Alabama Free Clinic, South Alabama YMCA, and the National Multiple Sclerosis Society, where he served as the chairman of the leadership class. John Wade enjoys spending time with his family, as well as hunting and fishing.