UNITY Financial Services is not a registered broker/dealer or registered investment advisory firm. Jim Wade is the owner of UNITY Financial Services in Mesquite, Texas. UNITY Financial is dedicated to building a trusting relationship with individuals and small businesses for the purpose of pursuing their financial goals. Founded in 1977, UNITY Financial provides accounting and tax compliance, wealth management, estate planning and business consulting services to a diversified and growing client base.
Jim is a Certified Financial Planner™ (CFP®), Certified Senior Advisor™ (CSA®), Certified Estate Planner™ (CEP®), Certified Fund Specialist (CFS) and an Accredited Tax Preparer (ATP). He is also a general securities representative*, registered investment agent*, life insurance agent and variable contracts agent. He is licensed to provide investment services in the states of Texas, Arkansas, California, Illinois, Indiana, Missouri, New Mexico, New York, Oklahoma, and Washington. He is a member of the Financial Planning Association, the National Society of Tax Professionals, the American Academy of Certified Estate Planners and the Society of Certified Senior Advisors.
Jim holds an AA in Business from Paris Junior College (inducted into the PJC Academic Hall of Honor), BBA in Accounting from East Texas State University (now Texas A&M University-Commerce) and an MBA in Finance from Southern Methodist University. He was a member of Phi Theta Kappa at PJC and Alpha Chi at ETSU, both national collegiate honor societies.
Jim has accounting, tax and financial analysis experience at three major oil corporations and was a senior program planning consultant on the Superconducting SuperCollider.
Jim lives in Sunnyvale and is currently (again since 2012) a Town Councilmember. He previously served six years as Mayor of the Town of Sunnyvale and three years as a Trustee of the Sunnyvale Independent School District. Jim served fifteen years as a Director and Vice President of the Sunnyvale 4A Development Corporation and twelve years as a Director of the Sunnyvale 4B Development Corporation. He has also served on the Planning and Zoning Commission and the Board of Adjustment.
Jim is a member of the Sunnyvale Chamber of Commerce (received Lifetime Achievement Award in 2016) and a member and Past President of the Mesquite Rotary Club. He is the Founding Director and President of the Hope Charitable Foundation and a Founding Director and current President of the non-profit Friends of the Sunnyvale Public Library. He currently serves on the Dallas Christian School Board of Trustees and as Chairman of the Finance Committee. He and his wife, Kay (an educational diagnostician for Dallas ISD, now retired), are members of First Baptist Church in Dallas where Jim serves as a Deacon and is a Past President of the Sanctuary Orchestra and a Past Chairman of the Finance Committee. He is a Past Chairman of the First Baptist Academy Board of Trustees. Jim plays trumpet in the FBD Celebration Orchestra and, as a musician, has traveled to Zambia, Kenya, Argentina, Brazil, Israel, Russia, Australia/New Zealand and Scotland. Jim is an Eagle Scout, Master Mason and Paul Harris Fellow. Jim and Kay have 2 children and 6 grandchildren.
*Jim Wade, Registered Representative - Securities offered through HD Vest Investment Services®, Member FINRA/SIPC, Advisory Services offered through HD Vest Advisory Services®, Insurance Services offered through HD Vest Insurance Agency LLC.
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038. (972) 870-6000
UNITY Financial Services is not a registered broker/dealer or registered investment advisory firm.