Andy Adams
Wealth Advisor @Alera Group, Inc.
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WORK HISTORY
Wealth Advisor @Alera Group, Inc.
Chicago, IL, US
I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.
EDUCATION
Roosevelt University
Bachelor's Degree, Finance, General
ABOUT ANDY ADAMS
As a Wealth Services Advisor, Andy’s goals are simple: to know his clients well, to treat them with respect and to measure his success by their success. To meet those goals, Andy develops financial plans tailored specifically to the individual needs of each of his clients. Andy values long-lasting client relationships and advises his clients through every stage of their financial journey.Andy brings almost 25 years of experience with various institutional investing and financial planning firms to the Wealth Services team. What Andy enjoys most about his job is the opportunity to work with individuals and businesses on an intimate level. Understanding his clients’ goals and needs and the satisfaction of putting strategies in place to pursue them is his personal passion.Outside of work, Andy enjoys spending time with his wife, Katie, and their golden retrievers, Dolly and Hank. When he is away from work, he enjoys playing golf, craft beer, cooking and spending time with family and friends.Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.
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