Financial Advisor, RJFS
Clients know they can rely on Adam to help them align their financial aspirations with their life goals. He offers clients an array of essential services, including retirement income planning and holistic financial planning, such as protection planning, estate planning and asset management. Adam is deeply dedicated to his clients and enjoys creating lasting friendships with them and seeing the great value they bring to each other’s lives.
Adam earned his B.B.A. from Middle Tennessee State University in 2004. Prior to joining Raymond James in 2018, he worked as a financial advisor at Edward Jones and co-founded Tandem Financial Partners of Ameriprise Financial. In addition to his years of experience in the financial industry, Adam took self-study courses and earned the esteemed CERTIFIED FINANCIAL PLANNERTM designation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
While many individuals spend years searching for their calling, Adam was interested in finance from early on. This interest was inspired by his grandfather, who worked at a printing press and served on the board of the local credit union. Growing up, Adam admired how people would go up to his grandfather and thank him for helping them purchase their first house or get a loan for a car. Adam knew he wanted to help people the way his grandfather did and even relied on his guidance when first starting his financial career.
Born in Kingston, Tennessee, Adam resides in Chattanooga. When he’s not spending time with his two children, Brady and Olivia, Adam can be found golfing or snow skiing. An admirer of the gorgeous Tennessee nature, he also relishes the opportunity to spend a day out on the lake. Adam believes in giving back to his community and is proud to volunteer at Normal Park School and to provide financial counseling at the Austin Hatcher Foundation.