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Lisa S. Wade


My Meridian: Growing up in a small, rural Arkansas town where farmers and factory workers always struggled to provide for their families, I learned that family and community support are essential to growth and success. Whether your financial needs involve retirement planning, education funding, long-term family support or philanthropy, we are here to help. I am proud to be a part of this community where our Meridian family works together to provide all of our clients with the tools and resources necessary to reach their personal financial goals.

Lisa S. Wade
Senior Plan Administrator

Lisa is responsible for the record keeping accounting system utilized to maintain participant and Plan Sponsor information. She assists clients in plan conversions, financial reconciliations and large retirement plan compliance, reporting and annual audit coordination.

Lisa joined Meridian in 2001 and has over 20 years of retirement plan administration experience after beginning her career in the Trust Departments at Valley Fidelity Bank and First Tennessee Bank. She graduated with honors in finance from the University of Tennessee. She holds the RPA (Retirement Plans Associate) designation, a specialty designation focused on retirement plans from The International Foundation of Employee Benefit Plans (IFEBP).

Lisa moved to Knoxville to attend the University of Tennessee after falling in love with the Great Smoky Mountains on a church youth trip.  She and her husband Will, married for twenty years, are the parents of two sons. They enjoy spending time with each other and with their large extended family where volleyball, kickball, fishing, board games and lots of cooking keep them close. Lisa is an amateur landscape and nature photographer and feels fortunate to have her favorite mountains in her Sevier County backyard.

lwade@trustmeridian.com