Chad Adams

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals.

Whether you need to save for a child's college education, reduce taxes or plan for retirement, I can help. At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. I earned a bachelor’s degree in business administration from Western Kentucky University in Bowling Green, Kentucky. In addition, I have earned the CERTIFIED FINANCIAL PLANNER® certification, as well as the Chartered Financial Consultant®, Certified Private Wealth Advisor®, Accredited Asset Management Specialist™ and Agricultural Focused Financial Planning™ designations, increasing my knowledge to assist with complex client needs and collaborate with your tax and legal professionals to formulate tax-efficient investment, income and estate strategies. When working with individuals and families, my team and I commit to: • Communicating proactively to keep you informed • Organizing your personal finances to create simplicity and clarity • Developing a roadmap for your financial priorities • Identifying and mitigating risks to your strategy