Our Team People first. Finances second.

Chad Slate - AIF®
Associate Wealth Advisor

Email Chad

Chad Slate joined the Pathfinder team in November 2022 as an Associate Wealth Advisor. In this role, Chad helps clients plan for their future while helping them live their best life today. His favorite part of being an advisor is helping people retire with confidence knowing they are on solid financial footing because, together, they have created and executed a life plan they can rely on. Chad joined Pathfinder from a previous firm where he was also a financial advisor and planner for several years.

Chad is a proud Seahawk, graduating with a Bachelor of Arts degree from UNCW before later earning his MBA from UNCW’s Cameron School of Business. It was in this May 2003 MBA class that Chad was first introduced to fellow classmate, and eventual Pathfinder CEO, Jason Wheeler.

Chad has been a Wilmington resident for most of his life, moving to the area in 1989. From a military family, he grew up in Hope Mills, NC where his father was last stationed at nearby Fort Bragg as a member of the US Army Special Forces. Chad joined the Army National Guard after high school and was trained as a tanker while a student at UNCW.

Chad enjoys the outdoors and wonderful scenery the Wilmington area provides. He also has a passion for traveling, having explored dozens of countries from the Americas to Europe, Asia, and Australia. He is a certified Dive Master and loves being on or in the ocean any time he can. Chad also enjoys writing about sports, music, travel, culture, and entertainment, and has been featured in numerous local and national magazines.

Professional Certifications, Licenses, and Designations:

  • Accredited Investment Fiduciary®

Your Pathfinder Team In Wilmington

About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason T. Wheeler
CEO and Wealth Advisor
CFP®, AIF®, CLU®, ChFC®
About John
John B. Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Katie
Katie Ann Henderson
Marketing Director
About John
John Lohse
Portfolio Analyst
CFA®
About Ross
Ross Allen
Associate Wealth Advisor
CFP®, EA, ATFA
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
AIF®
About Davis
Davis Byrd
Financial Planning Associate
About Lindsay
Lindsay Wright
Client Experience Coordinator

Your Pathfinder Team In Cary

About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®
About Alex
Alex Greer
Financial Planning Associate
CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Stephen
Stephen Neubig
Client Services Associate