Advisor profile

My approach

Wade S Eshelman - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Wade S Eshelman - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Chartered Retirement Planning Counselor (CRPC)
  • CLTC® Certified Long Term Care®


  • Bachelor of Social Work, East Texas State University, Commerce TX, 1990


I am married to my wonderful wife, Jenny

One son Benjamin and daughter-in-law Crystal

I enjoy spending time with Friends and Family

Resident of Seminole County for over 30 years

One of my all time passions is Scuba Diving and underwater photography

I enjoy Art and Traveling

U.S. Air Force Veteran

Community Service


Community participation

Rotary Club of Lake Mary, FL

The Sanford Regional Chamber of Commerce

Awards & recognition

  • Ameriprise Client Experience Award, 2020