John Wade, CFP®

Senior Vice President – Financial Advisor

John brings more than 27 years of banking and wealth-planning experience to his clients, helping each pursue lifelong financial goals and dreams through customized solutions and personalized service. Prior to joining B. Riley Wealth  in 2009, John served his clients in various capacities at UBS Financial Services and First Tennessee Bank.

He has earned the highly regarded CERTIFIED FINANCIAL PLANNER™ designation from the Financial Planning Board of Standards and is registered with FINRA as a Registered Investment Advisor Representative. He also holds state licenses to provide life, disability and long-term care insurance to his clients.

A Tennessee native and Union University graduate, John shows his commitment to the community through extensive volunteer work, including roles with the Frist Center for the Visual Arts, Nashville Cares, the Community Foundation of Middle Tennessee, the Oasis Center and the Board of Directors for the University Club of Nashville at Vanderbilt University. In his free time, John enjoys cycling, time at the beach, and is an avid fan of the Nashville Predators hockey team.

Phone 615.567.2082