Abigail F. Wade, CFP®

Abigail is in the business of helping people. She is passionate about working with clients to create an effective financial plan and provide in depth guidance throughout the process. Abigail learned early on that it is imperative that clients are empowered to make financial decisions with confidence and ease for their future with a valued advisor and teacher by their side. Abigail was inspired to start her career in the financial services industry while growing up and seeing her father, Robert M. Wade, working tirelessly to teach and plan with his clients. Joining the family business and continuing that momentum has always been her dream.

Abigail graduated Summa Cum Laude from DePaul University with a Bachelor of Science in Business in economics. She started her career at UBS Financial Services, Inc where she learned the fundamentals of client service and financial planning.  She has since earned her Series 7 and 66 licenses as well as her State insurance license (all held with LPL Financial). Abigail holds the Certified Financial Planner (CFP®) designation that differentiates her as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. She is committed to upholding the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards while helping her clients.

Abigail is an active member of the Junior League of Boca Raton where she helps to promote voluntarism, develop the potential of women and improve the local community through effective action of trained volunteers. Her most rewarding experiences have come from the league’s collective impact on the local community.

In her free time, you can also find Abigail reading endless amounts of books, playing golf, hitting the gym, exploring South Florida’s food scene, traveling, cooking up new recipes and spending time with family and friends. Abigail’s love of learning shows in all parts of her life. Contact her today.