Abigail F. Wade, CFP®

Abigail F. Wade is dedicated to empowering clients through comprehensive financial planning and personalized guidance. Inspired by her father, Robert M. Wade, Abigail has always been passionate about helping individuals make confident and informed financial decisions. She values education and takes pride in guiding clients through the financial planning process, making complex concepts accessible

Abigail graduated Summa Cum Laude from DePaul University with a Bachelor of Science in Business in Economics. She began her career at UBS Financial Services, Inc., where she developed a solid foundation in client service and financial planning. Abigail has earned her Series 7 and 66 licenses, along with her state insurance license, all held with LPL Financial.

As a Certified Financial Planner (CFP®), Abigail has undergone rigorous training and met stringent ethical standards to earn this prestigious designation. The CFP® certification is recognized as the highest standard in personal financial planning, and it signifies a commitment to putting clients' interests first. Abigail's status as a CFP® professional ensures that she provides thorough, knowledgeable, and client-focused financial advice. She adheres to the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.

Beyond her professional achievements, 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, Abigail enjoys reading, golfing, working out, exploring South Florida’s food scene, traveling, cooking, and spending quality time with family and friends. Her love for learning and personal growth is reflected in every aspect of her life.

Contact Abigail today to start your journey towards a secure financial future with a trusted advisor and educator by your side.