Aaron P. Wade CFP® provides customized financial planning for clients, including personal investment planning, retirement planning, insurance needs analysis, education planning, and estate planning. He is also responsible for portfolio management and oversight.
Aaron began his career in financial planning in 2012, and joined Washington Trust in 2025 from Lighthouse Financial Management, where he worked for over ten years as a financial planner.
Aaron earned a Bachelor of Arts in Music from Providence College in 1998 and attained the CERTIFIED FINANCIAL PLANNER® certification in 2017.
In his spare time Aaron enjoys singing and songwriting and also serves as the choir director at North Kingstown United Methodist Church.
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