Adam Reeves

Background

About Adam Reeves

I meet people through introductions from clients and help them with their financial affairs. I also give many seminars about the various components of Financial Strategies with UT Dental Seniors, Prosthodontist Residents, Oral Surgery Residents, Periodontist Residents, Orthodontist Residents, and other Medical Professionals. Professional Services • Life Insurance • Disability Insurance • Health Insurance • Long Term Care Insurance • Personal & Business Insurance • College Funding • Investments • Retirement Planning • Emergency Funds • Business Planning • Tax Strategies • Comprehensive Financial Planning • Cash Flow Management • Risk Management • Estate Planning • Group Benefits Planning • Financial Needs Analysis • Fixed & Variable Annuities Professional Qualifications • Licensed to sell Life, Health, Long Term Care and Disability Insurance • Fixed and Variable Annuities • Long Term Care Certification • FINRA Series 6, 63, 65, and Series 7 Registrations Personal • Grew up in Knoxville, Tennessee • Graduated from Maryville College with a B.A. in Computer Science and Business and a Minor in Accounting • Has been a Registered Representative and Financial Advisor since 2005. • Received Executive Certificate in Financial Planning from Christian Brothers University in Memphis, TN in 2008. • I have an 8 Yr Old Daughter, Sarah Ella and a 6 Yr Old Son, Wei, adopted from China. Wei is all boy! He loves tractors, trucks and boats! Sarah Ella is an aspiring Actress, Wakeboarder, Inventor, Swimmer and Comedian! • I play most sports—especially baseball, softball, tennis, and golf. • I enjoy spending most of my weekends on the lake with my girlfriend Melissa and our families! Professionally, I enjoy helping clients navigate their financial lives. I give many seminars.