Edward Robert Wade
Senior Wealth Advisor
In his role as Senior Wealth Advisor, Wade works to familiarize himself with the particulars of each client’s unique needs and works to provide the best financial plan for each of his individual clients. Wade’s approach isn’t only about being knowledgeable of market trends, but also includes getting to know his client’s long and short-term goals and working together to create a plan best suited to their needs.
Wade worked for Lloyd's Bank for 15 years in financial services and asset management before joining Aldwin Callen in 2016.
Originally from Manchester UK, Wade is a devoted family man and active in a number of local charities. Wade earned a bachelor's degree in finance from The University of Manchester.
What has driven you to your current career path?
My ability to relate to clients on a personal level enables me to stand up for their needs when making future financial plans. As much as it pleases me to assist others in reaching their financial objectives, it is also my mission to disseminate information and encourage positive behavioral patterns in the hopes of reducing anxiety and worry caused by money.
What is the most adventurous thing you’ve done?
Ski Diving at (18,000 ft).