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

05/16/2026

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer....

05/07/2026

My middle son has been in JROTC his entire high school career and has put in a lot of time and effort into this program. It has paid off for him, as he has been promoted to Commander. I am really proud of him and can't wait to see how his Senior year progresses.

Really proud of my middle son, John. Yesterday he was honored by receiving The Florida Holocaust Museum's Anne Frank Hu...
05/04/2026

Really proud of my middle son, John. Yesterday he was honored by receiving The Florida Holocaust Museum's Anne Frank Humanitarian Award. This award recognizes High School juniors in the Tampa Bay area who demonstrate outstanding commitment to bettering the lives of others, exemplifying the spirit of Anne Frank. This is given to high school juniors and only one from each High School. He was nominated by one of his teachers at Durant high school.

04/29/2026

May is all about fresh starts 🌿

As routines shift and summer approaches, it’s the perfect time to check in on your financial goals. Are you on track for what you want this year?

Whether it’s building savings, planning for a big milestone, or preparing for summer spending—we’re here to help you stay focused and confident.

📅 Let’s make a plan that works for you. Reach out to schedule a quick check-in at 813-305-0411!

04/23/2026

April is a season of fresh starts—why not give your finances one too?
Take a moment to review your goals, tidy up your budget, and make sure your plan is still on track. Small steps now can lead to big growth ahead. đź’»

04/17/2026

If you’re in your 50s and haven’t done much to save for retirement, you still have time.

What a great day at the Hope for Her Clay Shoot. Teamed up with Vincent Buggs, Coach Brown, and Rick Martinez. Sam was...
04/11/2026

What a great day at the Hope for Her Clay Shoot. Teamed up with Vincent Buggs, Coach Brown, and Rick Martinez. Sam was one of the station clay pigeon throwers.

Running sound and slides with my boys at Worship Night. God is good!
04/10/2026

Running sound and slides with my boys at Worship Night. God is good!

04/08/2026

It rarely starts calmly.A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.And with every new development, there’s that quiet pressure in the background:Should I be doing something right now?That feeling is common....

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

Website

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