Phone: (256) 970-6888
- The University of North Alabama, 2007
Bachelors in Business Administration in Professional Finance
- Northwestern University, School of Professional Studies, 2021
Certificate in Financial Planning
““The most effective process for managing wealth is creating an intentional and holistic plan. The resulting benefits are comparable to a tree planted today, providing shade for generations to come.””
Adam joined Bridgeworth in 2021, bringing to the team 12 years of industry experience in financial planning and wealth management. His desire to provide outstanding fiduciary service to clients is what attracted him to the Bridgeworth culture.
In his current role, Adam analyzes a wide variety of planning situations presented by clients. Adam is also involved in meeting preparation, data gathering, and follow-up actions. These tasks help guide firm clients and support them in reaching their financial and life goals. He has completed the education portion for the CERTIFIED FINANCIAL PLANNER™ designation requirements and anticipates sitting for the exam in late 2021.
Adam and his wife, Ashley, enjoy being active outdoors, taking beach trips, playing games, and having Disney movie nights with their three children. In his spare time, Adam enjoys fly fishing, ultra-running, and woodworking.