Jack Adams
Partner at Waverly Advisors, Llc
Based in Birmingham, United States
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Seniority
C-Team
Department
General Business & Management
Location
Birmingham
Industry
Financial Services
Company size
283
Contact information
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j•••••••@waverly-advisors.com
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Background
About Jack Adams
A little bit about the firm: Warren Averett is one of the top accounting firms in the country with over 775 professionals located across the Southeast. The partners of Warren, Averett, Kimbrough and Marino noticed a need among their tax clients for independent, objective financial planning advice. So in they created the Wealth Management division to address this need. Since that time, the firm has experienced tremendous growth surpassing the $1.5 billion mark in assets under management. A little bit about myself: I was born and raised in Decatur, AL. Attended The University of Alabama and since then have worked in the Financial Services industry. I currently serve as a relationship manager and investment advisor to 401k plans while also responsible for developing business within our firm. Specialties: 401k Plans, Retirement Planning, Investment Allocation
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