J. Wade Elliott, PPC - Financial Advisor

J. Wade Elliott, PPC - Financial Advisor LPL Financial Advisor in the Brandon, FL area. Services including financial planning, estate planning, and life insurance.

I grew up in Stone Mountain, GA and moved to Laurinburg, NC when I was 15 years old. I attended Western Carolina University and received my BSBA in Business Administration and Law in 1993. I started my financial advisor career after working in the back office of First Union bank in Charlotte, NC. After seeing how the financial industry worked, I wanted to make the transition to an advisor role. I

have over 20 years of experience in the Financial Services Industry including over 23 years of experience in the health and ancillary insurance arena. When not working, I enjoy the outdoors, sports and volunteering at my church. I’ve been married for 23 years to my bride Barbara and we have three boys. Professional Designations and Registrations
Series 7 General Securities Registrations through LPL Financial
Series 66 Uniform Combined State Law Exam through LPL Financial
215 Life Including Variable Annuity and Health Insurance
Professional Plan Consultant (PPC) Designation

Affiliations
Bay Life Church Volunteer
Christian Business Connection

08/20/2026

Time to look at your summer spending and update your goals.

07/22/2026

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether.For parents and grandparents trying to figure out whether any of it matters for their f...

07/22/2026

When was the last time you reviewed your financial plan?

Life changes, and your financial strategy should evolve with it. A regular financial review can help ensure your investments, retirement goals, beneficiaries, and overall plan remain aligned with your current needs.

If it's been a while since your last review, now is a great time to schedule one!

07/08/2026

Starting with your smallest debts and working your way up—often called the "debt snowball" method—can be a great way to build momentum and stay motivated. But every financial situation is different, and what works best for one person may not be the right strategy for another.
If you're working toward becoming debt-free, we'd be happy to help you evaluate your options and develop a plan that aligns with your overall financial goals. Contact your advisor today to start the conversation

07/02/2026

You may hear people talk about putting money aside for savings and wonder, how much should I save? The answer is totally dependent on your lifestyle, but a good rule of thumb is to save 3-6 months of the essentials like rent, food, and gas. If you would like help to budget for building your savings, feel free to reach out to our office today! 813-305-0411

06/24/2026

If you haven't started social security and you are coming up on retirement, we would love to have a conversation with you about what your plan should look like. Every person needs something different, and we want to customize a plan that fits your goals and finances.

06/18/2026

Happy Father's Day!

06/17/2026

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At Focus Wealth Strategies, we are dedicated to providing personalized financial guidance and exceptional service to every client we serve. If you've had a positive experience with our team, we would be honored if you would take a moment to leave us a Google review.

Your feedback helps us continue to improve and allows others seeking trusted financial guidance to learn more about the experience we provide.

Thank you for your confidence in Focus Wealth Strategies. We truly appreciate the opportunity to help you work toward your financial goals.

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Focus Wealth Strategies
Helping individuals and families navigate their financial future with confidence.

We can help with a review of your portfolio.  Give us a call.
06/17/2026

We can help with a review of your portfolio. Give us a call.

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

Address

3419 Brook Crossing Drive
Brandon, FL
33511

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18133050411

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