Focus
Wade Sims brings a relationship-first approach to his work, shaped by a career that began in banking while attending college and continued as a Client Associate, where he learned the business from the ground up by answering phones, supporting clients, and gaining firsthand insight into every aspect of the client experience. Since joining the team in 2014, he has remained focused on building meaningful relationships and helping clients navigate important financial decisions with confidence and clarity.
What Wade enjoys most is the opportunity to connect with people. He values the conversations, the long-term relationships that develop over time, and the variety each day brings. He finds satisfaction in seeing clients devote more of their attention to their families, passions, and future plans while feeling informed about their financial lives.
Throughout his career, Wade has been recognized by respected industry publications and organizations, including being named to the Barron’s Top 1500 State by State Advisors list in 2026. He credits much of his professional journey to the people around him, including his longtime assistant, Rita, who joined him in 2014 and continues to make a lasting impression through her dedication and care for every client. Wade also values the collaborative culture built alongside his partners and support team, describing it as one of the most rewarding parts of his career.
Education, Awards & Credentials
- Mississippi State University
- Bachelor of Arts in Banking and Finance
- Bachelor of Arts in Insurance
- Barron’s Top 1500 Advisors (2026)
- Forbes Best-in-State Advisor (2022 to 2026)
- Boys & Girls Club Friend of Youth Award
Outside the Office
Born in Honolulu, Hawaii, while his father served as a Navy pilot, Wade spent his early years in Nashville before his family settled in Meridian, where he has built both his career and family life. He and his wife, Helen, enjoy spending time with their five children, their growing family of grandchildren, and the annual family trips that have taken them everywhere from Montana to Oregon. Friendly pickleball tournaments have also become a favorite family tradition, and their grandchildren know them affectionately as “Honey” and “Bear.”
When he is away from the office, Wade enjoys working on his small farm, playing golf with friends, bird hunting, and learning the art of fly fishing. He and Helen are also active in their church and local community, supporting downtown events and causes that matter to them. Wade is especially passionate about mentoring at-risk youth through Project Inspire in Meridian and through The Micah Project, which serves street-connected youth in Honduras.
2026 Barron’s Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron’s based on the time period from Sept. 2024 – Sept. 2025 (Source: Barrons.com). The Barron’s Top 1,500 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com).