Jade Clark CFP®
Jade Clark became a financial advisor with Allied Wealth Partners in October of 2021 after spending a year as a support team member within the firm’s Guilford, CT office. Apart from already having experience within the firm, Jade brings industry experience from her time as a financial professional with Equitable Advisors.
In 2019, Jade graduated Summa Cum Laude from the University of South Florida with a Bachelor’s degree in Finance. Her coursework provided her with a solid foundation of advanced topics within the financial services industry. Her strong work ethic, combined with her real-world experience provides Jade with the ability to better help her clients with all aspects of their financial well-being.
With many tools and products available to her, Jade is able to focus on helping individuals and their families with life insurance needs, investment opportunities, college funding, and retirement solutions. While she is available to help clients from all walks of life; she specializes in working with young families going through some of life’s most significant moments, such as marriage, having children, and starting new careers. Jade is passionate about helping to ensure her client’s financial well-being every step of the way, particularly as they transition through the many stages in their lives.
Jade resides in East Haven, CT, with her husband Aaron and her son Steven. In her free time, she enjoys exercise, particularly running, and is currently training for her first triathlon. She also enjoys singing and playing the piano and volunteers as the children’s chorus music director at her church.