Clint Adams, Cfp®

Clint Adams, Cfp® Email and Phone Number

Principal & Wealth Advisor at Adams Wealth Management @ Adams Wealth Management
Dallas, TX
Clint Adams, Cfp®'s Location
Dallas, Texas, United States, United States
Clint Adams, Cfp®'s Contact Details

Clint Adams, Cfp® work email

Clint Adams, Cfp® personal email

n/a
About Clint Adams, Cfp®

Clint Adams, CFP®, Principal & Wealth Advisor, grew up in Temple, Texas, attended Texas A&M and graduated with a degree in Finance from Sam Houston State University in Huntsville. Clint is married, has two young boys and enjoys fishing, sports and teaching. He has been a registered Financial Advisor with several prominent companies including American Express, Fidelity Investments, Morgan Stanley Dean Witter and A.G. Edwards. As the former Managing Partner and Compliance Officer at Cotton-Adams Financial Group, he served as branch manager for operational, technology, compliance and budget issues. His areas of experience include asset allocation strategy development, money manager evaluation, and financial planning. Clint is a CERTIFIED FINANCIAL PLANNER(TM) professional and is a member of the Financial Planning Association® (FPA®). He has been selected as a FIVE STAR Wealth Manager(SM) for six years 2012-2017 and was featured in Texas Monthly magazine’s August edition, an award based on overall client satisfaction among other factors.* Clint and his family are members of Prestonwood Baptist Church. Active in community service, he has provided weekly, free financial counseling to unemployed professionals in North Texas through his role as a volunteer Financial Advisor to the Career Hi-Tech Connection in 2000 through 2002. He has conducted financial and morale-building programs each month for Career Connection members and has come to be recognized in the region as experienced in the special financial challenges of professionals in career transition. Clint was also a former Co-Director for the Financial Education and Counseling Services Ministry based at Preston Hollow Presbyterian Church where he developed and co-facilitated their financial education and job transition programs. He also helped institute their 8-week Financial Education Course for members of Preston Hollow Presbyterian Church.

Clint Adams, Cfp®'s Current Company Details
Adams Wealth Management

Adams Wealth Management

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Principal & Wealth Advisor at Adams Wealth Management
Dallas, TX
Employees:
4
Clint Adams, Cfp® Work Experience Details
  • Adams Wealth Management
    Principal & Wealth Advisor
    Adams Wealth Management Mar 2014 - Present
    Dallas, Tx
    With over 17 years of experience as a professional financial advisor, Clint’s in-depth industry experience and strategic account management style puts your financial goals at the helm. No two people are like, so why should their accounts be? Clint believes that every unique individual warrants a comprehensive investment strategy to mirror that belief. As the current Principal & Wealth Advisor for Adams Wealth Management, his #1 priority is YOU. Therefore, Clint will seek to LISTEN and UNDERSTAND what is important to YOU and your financial future.Clint may discuss and/or transact securities business only with residents of the following states: TX, OK, AL, CA, CO, FL, IL, KS, LA, MO, KY, WA.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Clint Adams, Cfp® Skills

Investments Financial Planning Investment Advisory Securities Retirement Planning Wealth Management Estate Planning Strategic Financial Planning Series 7 Finra Asset Allocation Finance Series 63 Retirement Mutual Funds Iras Financial Goals

Frequently Asked Questions about Clint Adams, Cfp®

What company does Clint Adams, Cfp® work for?

Clint Adams, Cfp® works for Adams Wealth Management

What is Clint Adams, Cfp®'s role at the current company?

Clint Adams, Cfp®'s current role is Principal & Wealth Advisor at Adams Wealth Management.

What is Clint Adams, Cfp®'s email address?

Clint Adams, Cfp®'s email address is cl****@****ial.net

What skills is Clint Adams, Cfp® known for?

Clint Adams, Cfp® has skills like Investments, Financial Planning, Investment Advisory, Securities, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial Planning, Series 7, Finra, Asset Allocation, Finance.

Who are Clint Adams, Cfp®'s colleagues?

Clint Adams, Cfp®'s colleagues are Gabriel Lamarre.

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