Broker Check
Wade Davis

Wade Davis

Financial Advisor

Wade began his career as a Financial Advisor in the Midwest after a successful military career as a Persian Linguist and Intelligence Officer. He retired from military service in 2001 at the rank of Major. After moving west in 2005, while at Merrill Lynch, he along with the world witnessed the fall of once dominant financial institutions and the consolidation of the financial industry and knew a change was in order. In October 2009 he moved his practice to an independent platform. He currently serves his clients in the Pacific Northwest and abroad as an Independent Financial Advisor with Cambridge Investment Research.

Wade employs a globally diversified, eclectic, sector-based methodology to portfolio construction that addresses the needs of a broad range of clientele consisting of both individuals and corporate clients. Whether a client’s needs are great and complex or more common, Wade engages those needs with the discipline and attention to detail of a military officer.

Wade has a Bachelor of Arts in Business Management and an Associate of Science in Intelligence Collection. Currently Wade is pursuing his standing as a Chartered Financial Analyst to grow professionally. When not working, Wade enjoys what the Pacific Northwest has to offer outdoors and enjoys time with his family. He is active in adoption and two of his seven children were adopted internationally.