Wade Blalock,
AIF®, PPM
Managing Director
Financial Advisor
Truist Investment Services, Inc.
Managing Director
Financial Advisor
Truist Investment Services, Inc.
400 Park Ave S
Suite 200,
Winter Park, FL 32789
About me
Background
Wade Blalock became an advisor after discovering his passion for finance during his time at the University of FL. Known for being an exceptional listener and for fostering strong personal connections with clients beyond just investments, Wade thrives on tackling the dynamic challenges in the financial industry. Wade takes a client-centered approach and takes time to understand what matters most to clients and provides clear, actionable strategies to help them plan for life’s important milestones –from buying a home and saving for college to preparing for retirement and leaving a lasting legacy.
Clients appreciate working with Wade because he actively engages in their ongoing financial planning journey, providing a sense of security and trust. New clients can expect dedicated involvement and tailored solutions from Wade and his team.
Specializing in serving high-net-worth individuals requiring intricate financial strategies, Wade enjoys working with clients who need complex planning solutions. Wade has furthered his education by earning additional credentials. Wade has earned both an AIF (Accredited Investment Fiduciary) and a PPM (Preferred Portfolio Manager) designation.
With over 25 years of experience in the investment field in central FL, Wade's professional background uniquely equips him to cater to clients effectively. His involvement in local community activities, such as serving on the board for WPHS Crew and volunteering for WPHS baseball, showcases his commitment to giving back.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Business Administration, B.S. Finance
University of Florida
Personal Interests
Outside of the office, Wade enjoys following his children’s academic and athletic pursuits, playing golf, fishing and traveling with his wife of 25 years and his family. Wade has a daughter in her senior year at University of Miami with plans on attending medical school after, a son in his freshman year at Auburn University, planning on majoring in building construction, and son at Winter Park High School. Wade has a deep appreciation for family, balance, and hard work.
