Allan Adams

Allan Adams

Senior Advisor, Wealth, CPFA · +1 (972) 505 3820
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Allan is a senior wealth advisor with Baker Tilly Wealth Management, LLC. Allan is an experienced advisor with a proficient understanding of investment concepts and planning solutions, who has demonstrated the ability to integrate various financial products and services into comprehensive wealth management strategies for high-net-worth clients.

Prior to joining Baker Tilly, Allan was a senior financial advisor with Merrill Lynch, where he built a successful wealth management practice serving affluent individuals, families, corporate executives and business owners.

  • Offers personalized financial advice using a holistic goals-based approach to help clients preserve, protect and grow their wealth
  • Delivers investment solutions to clients that are aligned with their financial goals and consistent with their personal values, while managing portfolio risk and minimizing expenses and tax exposure 
  • Provides cash flow and lifestyle planning to help clients manage their liquidity needs and maintain financial flexibility
  • Works with plan sponsors and fiduciaries to manage responsibilities associated with company retirement plans
  • Develops strategies to manage the risks and tax considerations associated with concentrated stock positions
  • Assists high net worth clients with wealth transfer and charitable giving strategies
  • FINRA Series 66

Location

Texas

Education

Stetson University (DeLand, Florida)
Master of Business Administration

University of Georgia (Athens)
Bachelor of Business Administration, finance