Wade B. Myatt, CRPC®
Senior Financial Advisor
Wade has been in the financial services industry since 1997 and joined Merrill Lynch Wealth Management in 2012. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals.
Wade’s approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic services.
Wade is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. He holds the Chartered Retirement Planning CounselorTM designation.
Wade is a graduate of Texas A&M University, with a B.S. degree in Psychology. He enjoys spending time with wife Yolanda, children Zachary & Joshua and his wife, Amber and granddaughters Malina and Cecilia.
Our team is involved with local communities, assisting charitable organizations such as Habitat for Humanity. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
