Jade Clark became a financial advisor with Allied Wealth Partners in October 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 expertise 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.
In April 2023, Jade earned her CFP designation, and in 2024, she completed her Master’s degree in Financial Planning. With many tools and products available to her, Jade specializes in helping individuals, families, and young professionals navigate life’s significant milestones such as marriage, having children, and starting new careers. She provides guidance in areas including life insurance, investment opportunities, college funding, retirement solutions, and comprehensive financial planning strategies.
Jade believes in a holistic approach to wealth preservation, accumulation, and distribution. This process ensures that all aspects of her clients’ financial lives are carefully coordinated, helping them achieve their goals while planning for the certainty of uncertainty. By creating comprehensive financial strategies, Jade empowers her clients to be better prepared for life’s inevitable financial roadblocks, minimizing disruptions to their long-term objectives.
Jade resides with her husband Aaron, their son Steven, and their daughter Zoey. In her free time, she enjoys exercise, particularly pickle ball, and also enjoys singing and playing the piano.