MEREDITH C. WADE, CRPC®

MEREDITH C. WADE, CRPC®

Client Service Associate

Meredith joined Collins Investment Group in November of 2019. She uses her extensive industry knowledge and experience to assist our clients with account maintenance, opening, and estate processing.

Following the 2023 merger of Collins Investment Group  and XML Financial Group, she now continues her role under XML. Meredith also collaborates with our financial advisors to prepare for client meetings and reviews.

Before joining Collins in 2019, she spent 16 years in Private Wealth Management and Investment Operations.

Meredith earned a B.S. in Finance from Norfolk State University and is a Chartered Retirement Planning Counselor℠. Outside the office, she enjoys cooking and supports the Life Builders program, which works to positively impact youth. She lives in Springdale, MD with her husband and two young sons.

Download the XML Mobile App

With the XML app, you can stay connected to your full financial picture and find our latest podcasts, webinars, blog posts, and other resources.

cta-phone