Waightstill "Wade" M Scales IV, CLU
PARTNER
Greenville, NC
“The best way to teach your kids about taxes is by eating 30% of their ice cream”
– Bill Murray
A founding member of the Sound Partners family, Wade graduated from UNC Chapel Hill and spent a year in Charlotte, NC learning the fixed life, disability, and long-term care brokerage before embarking on his next venture. The following year, Wade went abroad where he learned The Gold Standard of customer service as an Adventure Coordinator with The Ritz Carlton, Grand Cayman and then returned to his roots to join his father at what was then the Scales Agency.
Wade uses his age as an advantage as he strives to expand the Sound Partners product offerings with his registrations and interest in securities and his alliance with Equitable Advisors. By implementing the type of customer service he became accustomed to with the Ritz, Wade hopes to build on his father’s work and grandfather’s legacy through hard work, honesty, client education, engagement and service to Greenville.
Wade loves spending time watching his young children, Wade V and Fleming, and watching them grow and react to the world. He enjoys this the most at Elm Street Park in Greenville with dear friends, and any time the family can be on the water together. He also enjoy date nights with his wife, Bonnie, the love of his life since 15 years old!
Focus
Life Insurance
Long-term Care Coverage
Disability
You deserve the peace of mind that Sound Partners provides.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5453094.1 (3/23) (Exp. 3/27)
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.