Wade Monroe, CFP®, CIMA®
Wade serves as a Portfolio Manager and Investment Committee member based out of the firm’s Raleigh, North Carolina office. In his role, Wade provides comprehensive wealth management services spanning strategic financial planning and investment management. He also partners with financial intermediaries through the firm's Advisor Solutions practice.
Prior to joining WST in 2014, Wade spent six years at RidgeWorth Investments, most recently serving as Vice President and Wealth Advisor Consultant. In this role, he managed sales and distribution of RidgeWorth’s asset management strategies throughout parts of the Mid-Atlantic and Southeast regions. Wade began his career at Enterprise Capital Management, serving as a consultant to individuals and financial intermediaries.
Wade, an Alabama native, graduated from Auburn University with a Bachelor of Business Administration in Finance and holds the Certified Investment Management Analyst® designation, administered through the Investment Management Consultants Association and taught by The Wharton School of the University of Pennsylvania. In addition he is a CERTIFIED FINANCIAL PLANNER™, and holds the Chartered Retirement Plan Specialist and Chartered Mutual Fund Specialist designations, both offered through the College for Financial Planning. Wade sits on the Board of Beginnings, a non-profit focused on support for families with hearing-impaired children. He and his wife have two children.