About Wade
I was born in raised in Tampa, FL, with family roots dating back over 100 years in the area. Met my wife on the first day of high school, and we’ve been together since junior year, and have been married since 2017. I am a new father to an energetic baby boy, Wade Jr., who keeps us on our toes and we are blessed to have.
When I am not tackling the new challenges of parenthood, you can find me relaxing at the pool or beach, playing golf, attending a Tampa Bay sporting event, or spending time with local friends and family.
In my free time, I am also involved with the CFA Society of Tampa Bay and the Wharton Club of Greater Tampa Bay.
I have been working at Amuni Financial since 2019. I believe Amuni has a well-tenured team of professionals to tailor solutions to clients’ individual needs. I believe my unique research background and education can provide an additional level of scrutiny and expertise in developing portfolios and communicating financial plans.
Prior to joining Amuni, I spent six years at Raymond James Financial as an Associate in Mutual Fund Research, and led the Fixed Income team.
I graduated with a Bachelor of Science in Economics from the University of Pennsylvania, Wharton School of Business.
ABOUT WADE
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CONTACT INFORMATION
trading@amuni.comcreate new email
(727) 825 – 0522
(800) 868 – 6864
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LICENSES
Chartered Financial Analyst (CFA)
Series 7
Series 52
Series 63
Please refer to FINRA’s Broker/Check to see the most updated list of states in which Wade Henriquez is registered.
