A plan for today, tomorrow and generations to come

Wakefield-Wealth-Management

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mother daughter laptop
  • Benjamin-Wakefield

    Wade Wakefield

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CT
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • MI
    • MO
    • MS
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV

    Wade's first encounter with the financial services industry was as a client of an advisor at J.C. Bradford & Company. After graduating from the University of Tennessee, Knoxville with a Bachelor of Arts degree, he started working for a local firm with a retirement plan maintained by an advisor at J.C. Bradford & Company. His experience as a client of that advisor and the level of professional advice, care, and service that was shown to him motivated him to want to provide that financial service experience to others.

     In 1998, Wade began his career in the financial services industry with J. C. Bradford & Company and focused primarily on investment management. Today, he has moved beyond solely focusing on investments and expanded to primarily developing financial plans that consider client's unique goals. Wade's passion for the business and guiding philosophy recognizes that clients deserve a well-thought-out financial plan prior to an investment recommendation. Planning may encompass retirement, education, estate and wealth transfer, liability, insurance, and long-term care.

     Wade works primarily with families and small business owners to successfully manage their multi-faceted financial affairs. Only after carefully listening to his clients' needs and goals, Wade is able to develop innovative customized solutions to provide clients with confidence in their financial future. Wade helps clients avoid taking unnecessary risks based on what is important to them with a reasonable degree of confidence that they will be able to meet their goals without undue sacrifice to their lifestyle. Educating clients has always been an important component of his process as Wade believes relationships become strong when there is a mutual understanding of why recommendations are made.

    Wade is a native of Gallatin, TN but moved to Nolensville, TN in 2007. He has three daughters, Maclaine, Lauren, and Camryn. He is a member of Brentwood Baptist Church and currently serves on the Nolensville Economic Development Committee, the Nolensville Board of Zoning and Appeals, and the Gallatin Lions Club. Wade enjoys playing golf, attending Tennessee football games, and traveling with his family.

      • University of Tennessee, Knoxville, Bachelor of Arts
      • Portfolio Manager
      6100 Tower Circle
      Suite 100
      Franklin, TN 37067
    • Benjamin-Wakefield

      Wade Wakefield

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • AL
      • AR
      • AZ
      • CA
      • CT
      • FL
      • GA
      • IL
      • LA
      • MA
      • MD
      • MI
      • MO
      • MS
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WV

      Wade's first encounter with the financial services industry was as a client of an advisor at J.C. Bradford & Company. After graduating from the University of Tennessee, Knoxville with a Bachelor of Arts degree, he started working for a local firm with a retirement plan maintained by an advisor at J.C. Bradford & Company. His experience as a client of that advisor and the level of professional advice, care, and service that was shown to him motivated him to want to provide that financial service experience to others.

       In 1998, Wade began his career in the financial services industry with J. C. Bradford & Company and focused primarily on investment management. Today, he has moved beyond solely focusing on investments and expanded to primarily developing financial plans that consider client's unique goals. Wade's passion for the business and guiding philosophy recognizes that clients deserve a well-thought-out financial plan prior to an investment recommendation. Planning may encompass retirement, education, estate and wealth transfer, liability, insurance, and long-term care.

       Wade works primarily with families and small business owners to successfully manage their multi-faceted financial affairs. Only after carefully listening to his clients' needs and goals, Wade is able to develop innovative customized solutions to provide clients with confidence in their financial future. Wade helps clients avoid taking unnecessary risks based on what is important to them with a reasonable degree of confidence that they will be able to meet their goals without undue sacrifice to their lifestyle. Educating clients has always been an important component of his process as Wade believes relationships become strong when there is a mutual understanding of why recommendations are made.

      Wade is a native of Gallatin, TN but moved to Nolensville, TN in 2007. He has three daughters, Maclaine, Lauren, and Camryn. He is a member of Brentwood Baptist Church and currently serves on the Nolensville Economic Development Committee, the Nolensville Board of Zoning and Appeals, and the Gallatin Lions Club. Wade enjoys playing golf, attending Tennessee football games, and traveling with his family.

        • University of Tennessee, Knoxville, Bachelor of Arts
        • Portfolio Manager
        6100 Tower Circle
        Suite 100
        Franklin, TN 37067
      • Barbara-Grimes

        Barbara Grimes

        Wealth Management Associate

        • image
        • image
        • image
        • AL
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KY
        • MD
        • MI
        • MO
        • MS
        • NC
        • NY
        • SC
        • TN
        • TX
        • VA

        Barbara is originally from Indiana, but upon receiving a full music scholarship, moved to Memphis where she graduated from Memphis State University.  Her initial position in the financial industry was as a retirement specialist at J.C. Bradford & Co.'s home office in Nashville, Tennessee.  After initially focusing on plan administration for corporate qualified retirement plans, Barbara eventually moved to marketing retirement plans to financial advisors.  After four years, she left the home office for a position in a branch office.  It was here that she discovered her true passion was to work directly with clients, becoming more involved on a personal level and to assist them in every aspect of their financial life.

        Barbara is licensed with series 7, 63, 65, as well as the Chartered Retirement Planning Counselor designation all in an attempt to better serve their clients.  After 12 years with J.C. Bradford & Co. and a 10 year period with Merrill Lynch, she moved to UBS Financial Services in 2008. 

        Wade and Barbara work very closely in an effort to provide the best overall client experience. It is their desire that their clients will look to them for every financial need and question they may have. With over 30 years experience in the industry, building and maintaining the client relationship is still Barbara's favorite aspect of her career.

        When not in the office, Barbara and her husband, Scott enjoy spending time with their family which includes their dog, Gracey; son and daughter-in-law, Austin and Mandy; son and daughter-in-law, Zach and KristyAnn and grandson, Greyson.  Barbara and Scott are actively involved in their church.  She also enjoys cooking; baking and many different craft projects, including stained glass.

          • Memphis State University
          • Chartered Retirement Planning Counselor℠
          6100 Tower Circle
          Suite 100
          Franklin, TN 37067

        The circular economy: What is it?

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        How can you be more certain in an uncertain market?

        Let's put your plan in place, for today, tomorrow and for generations to come

        You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights