Meredith C. Wade, CRPC®
Client Services Specialist
Contact Meredith Wade
FINRA’s BrokerCheck: Obtain More Information About Our Firm and Financial Professionals: http://brokercheck.finra.org
Meredith joined Collins Investment Group in November of 2019. She uses her extensive industry knowledge and experience to assist our clients with account maintenance, opening, and estate processing. She also works with our financial advisors to prepare for client meetings and reviews.
Prior to joining the Collins Investment Group in 2019, Meredith worked in Private Wealth Management and Investment Operations for 16 years. She holds a B. S. in Finance from Norfolk State University and is a Chartered Retirement Planning CounselorSM.
Away from the office, Meredith enjoys cooking and supports the Life Builders program, aimed at affecting the lives of our youth. She resides in Springdale, MD with her husband and two young sons.