Christy Wade

Christy is dedicated to helping individuals develop financial and investment strategies that line up with their needs, goals and risk tolerance. Her mission is to provide every client with targeted, comprehensive investment advice and portfolio management delivered with the highest level of personal service and professional integrity. With a focus on financial investment, Christy utilizes an industry leading planning tool to help her clients see and think about their money more deliberately and can assist in setting and tracking progress to their goals and objectives over time.  

 

Experience & Education

Christy has over 22 years of experience in multiple specialties in the financial and insurance industries. She joined Wells Fargo in 2014 and transitioned to a Financial Advisor for Wells Fargo Advisors in 2017. She holds a Bachelor of Arts Degree from George Mason University and has served on various Boards and Leadership Committees for Organizations such as the Junior League, National MS Society, the Jaycees and Area Chambers of Commerce. She is a 2013 Graduate, and former Advisor of the Leadership Roanoke Valley Program, and past Mentor and Board VP for Big Brothers Big Sisters. Christy is currently the acting Chair of the Our Health Board of Directors in Winchester and a graduate of the Top of Virginia Regional Chamber's 2021-2022 Community Leadership Program.

 

In her free time

Christy enjoys volunteering and giving back to her local community, cooking, needle pointing, reading, supporting local arts, traveling and spending time with friends, and family (preferably on the water). Christy lives in Frederick County with her daughter and two rescue pups.

 

This information is intended for use by residents of AK, AR, AZ, CA Insurance License Number 4126971. Resident State: VA. This information is intended for use by residents of AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WV only.