Mcadams Group, Llc
McAdams Group, LLC has differentiated itself from the competition in numerous ways. By taking into account “worst-case scenarios” and having a more conservative approach to planning, we have been truly blessed to help hundreds of seniors in the Memphis area reach their goals without changing their lifestyles. By specializing in the entire universe of more conservative income and dividend-paying investments both inside and outside of the stock market, as well as sharing a philosophy of “not being married to any specific investment or strategy,” we’ve been able to work with our clients to help create a road map and give them a great deal of individual attention so they can focus on enjoying their lives. Our team approach to service has helped us earn a reputation for caring about our clients and we feel truly blessed that they have allowed us to be a part of their lives. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. McAdams Group, LLC is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities.
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Verified contacts
18
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
168
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- AH
Alexander Hunt
Senior Wealth Advisor · Finance & Accounting
EmailPhone - AR
Austin Ryan
Strategic Wealth Advisor · Finance & Accounting
EmailPhone - CJ
Christopher James
Sales Manager · Sales & Business Development
EmailPhone - JV
Joshua Vaughan
Estate Planning Advisor · Finance & Accounting
EmailPhone - MS
Mike Simpson
Estate Planning Coordinator · Finance & Accounting
EmailPhone - DM
David McAdams
President · General Business & Management
EmailPhone - RA
Richard A Burt
Sr Vice President · General Business & Management
EmailPhone - JF
Jeffrey Farrell
Strategic Wealth Advisor · Finance & Accounting
EmailPhone - TC
Tearesa Claiborne
Operations Manager · Operations
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Mcadams Group, Llc
11 distinct titles indexed · top 10 shown.
- 3strategic wealth advisor
- 1administrative assistant
- 1estate planning advisor
- 1estate planning coordinator
- 1integrator chief creative officer
- 1new business specialist
- 1operations manager
- 1president
- 1sales manager
- 1senior wealth advisor
- +1more titles
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