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
Financial Advisor
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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