Allyson Wade is a Financial Planner at Charter Financial Group (CFG), an independent financial planning firm serving clients across the nation from its Annapolis, MD; Salisbury, MD; and Houston, TX offices. She is based out of the firm’s Salisbury office.
Ally is a registered representative of Lincoln Financial Advisors, a firm with over 60 years of experience in financial services, and a member of Lincoln Financial Group (the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates).
Ally has been in the financial services industry since 2018. She primarily works with small business owners, professionals, and families in creating comprehensive financial plans. She is FINRA Series 7 and 66 registered and is licensed for Life, Health, and Annuities in Maryland, Delaware, and Virginia.
Ally lives in Salisbury, Maryland with her husband. Ally graduated from the United States Merchant Marine Academy in 2006 with a Bachelor of Science in Logistics and Intermodal Transportation. Prior to working in the financial industry Ally was a Merchant Marine who sailed all over the world supporting the United States Navy with Military Sealift Command.
Ally is an active member of her local Philanthropic Educational Organization (P.E.O.) Chapter AO, whose primary mission is to promote educational opportunities for women. In her free time Ally also enjoys boating, gardening, knitting, and playing with her dogs.