Hap Wade

Managing Director, Director of Client Services,
Principal

Hap Wade is a 20-year veteran of the investment and wealth management industry. A former executive with Fidelity Investments, Hap was the Vice President and Branch Manager for the Naples Investor Center, responsible for all aspects of that office, with over $6.7 billion assets under management and 22,000 clients. He is also a former branch manager for Fidelity Investments branches in St. Louis, Pittsburgh and Memphis.

With two decades experience as an investment and wealth management professional, Hap began his career as an Account Executive with Dean Witter Reynolds and later became a Financial Planning Consultant for Fidelity’s Memphis Investor Center, helping develop appropriate asset allocation and investment strategies for the firm’s high net worth clients.

Hap is a graduate of Mississippi State University and active in several civic service organizations, including the Habitat for Humanity. He is also a past President of the Kiwanis Club.