Joelle Wade joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC. With over 3 decades in the wealth management industry, Joelle proudly serves as a Senior Client Service Associate at Waverly. After obtaining a Fashion Design/Marketing degree and owning an Italian clothing boutique downtown Seattle in the early 90’s, Joelle decided to reroute her journey and “take a chance” in Finance, which led to working alongside many of Seattle’s finest and being committed to only the highest level of service for her clients. Joelle’s extensive industry experience and knowledge, allows her to work closely with clients, wealth advisors and custodians, to establish and maintain a trusted collaborative relationship.
Outside the office, Joelle is living her best life; blessed with two beautiful daughters, Elle and Abby, her soulmate Jon (JJ) and a village of family & friends. She also enjoys frequent travels to sunny destinations, Seattle sports, boating and fishing, hosting/catering intimate gatherings and is a huge WA wine enthusiast/collector.