Adam Strong

Financial Advisor at Vanguard

Role
Financial Advisor at Vanguard
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Adam Strong

Adam Strong, CERTIFIED FINANCIAL PLANNER™ professional. 17 years experience engaging…

Experience

  1. Financial Advisor

    Vanguard

    Nov 2021 — Present · Dallas-Fort Worth, TX, US

    To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Education

  • The University of Iowa Tippie College of Business

    B.B.A., Finance

    2003 — 2006

Skills

  • Portfolio Construction
  • Sales Process
  • Certified Financial Planner
  • Financial Services
  • Team Leadership
  • Retirement Planning
  • Consultative Selling
  • Options Strategies
  • Sales
  • Separately Managed Accounts
  • Relationship Management
  • Qualified Retirement Plans
  • Investment Management
  • Coaching
  • Mutual Funds

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Adam Strong — Financial Advisor at Vanguard in Dallas-Fort Worth, TX, US | Unifers