Dianne Wade

Dianne is a Senior Operations Specialist supporting advisors with client relationships, account management, and reporting—helping ensure smooth and high-quality client experience.

In her previous role, Dianne served as Operations Manager at Enclave Advisors, LLC, where she was solely responsible for all operational and office support while also supporting client relationships and overseeing the firm’s day-to-day activities. In this capacity, she ensured the smooth and efficient running of the office, managing everything from client service needs to internal processes. Prior to that, she was the Executive Assistant to the Director of Client Development at McVean Trading & Investments, LLC in Memphis, Tennessee, where she provided high-level administrative support and contributed to client engagement and business development efforts.

Dianne holds the Series 65 Uniform Investment Adviser Law license. Outside of work, she enjoys staying active by running around Town Lake, spending time with her family and her dog, Hank, and cheering on the Alabama Crimson Tide.