Donovan Adams

About Donovan Adams

Donovan grew up in Atlanta, Georgia near Chastain Park and holds a BA in Economics from Emory University. For over 10 years, Donovan has worked to provide outstanding financial service for families around Atlanta. During his academic career at Emory, Donovan attained several internships with A.G. Edwards & Sons which later became Wells Fargo Advisors. Later in his professional career, he demonstrated extensive knowledge and skill in analyzing and developing financial strategies for clients by earning his CFP® certification. Awarded by the Certified Financial Planner Board of Standards, Inc, the CFP® certification is one of the most recognized in the financial services industry. He has worked with many families across multiple generations and has unique experience developing inter-generational planning strategies. As a result, communicating these strategies with the next generation has become an area of focus. Away from the office, Donovan volunteers for a few civic organizations around the metro Atlanta area. Like most of his family, Donovan loves to travel. He is a devoted husband to his wife Christal and father to his two daughters, Aurora and Alice. Together they live in Sandy Springs and have a puppy named Jett.This info is intended for use by residents of AL, AR, AZ, DC, FL, GA, IL, MO, NC, NJ, PA, SC, TN, TX and VA products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on

Experience

1. Managing Principal

   Sandy Springs Private Wealth Management

   Aug 2018 — Present

Education

• Emory University

  Bachelor's degree

  2004 — 2008

Skills

• Fixed Income Analysis
• Finance
• Financial Modeling
• Investment Planning
• Unit Investment Trusts
• Financial Advisory
• Uniform Combined State Law
• Mutual Funds
• Sep Ira
• Roth Ira
• Simple Ira
• College Education Planning
• Microsoft Office
• 401k Rollovers
• Alternative Investments
• Small Business
• 529 Plans
• Securities
• Retirement Planning
• Equity Research
• Research
• Stocks
• Microsoft Excel
• Etfs
• Financial Analysis
• Alternative Investment Strategies
• 401k
• Real Estate Investment Trusts
• Retirement
• Bonds
• Strategic Financial Planning
• Investments
• Traditional Ira
• Estate Planning Strategies