Peyton Wade

CFP®
Vice President
I'm a Certified Financial Planner™ and Wealth Advisor with a BBA in Banking and Finance from the University of Mississippi. My work has a dual focus: helping individuals build and protect their wealth and supporting companies in managing their employer-sponsored retirement plans. I provide personalized strategies to meet clients' financial goals while guiding businesses to optimize employee retirement offerings. Outside work, I enjoy reading, playing golf, spending time outdoors, and catching college football games. My ultimate goal is to foster financial confidence and security for both individuals and organizations. Peyton and his wife reside in Germantown, TN, and they have two sons, William and Henry.
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