Adam Smith joined Wealth Strategies as an associate advisor in 2021. Holding a Bachelor of Science in Finance from Auburn University and multiple securities and insurance licenses, Adam brings a solid educational foundation to his role. He is also currently studying for his Certified Financial Planner® professional designation.
Adam’s dedication to his clients is driven by his belief that financial planning should be personalized, digestible and accessible for all. He has a talent for demystifying complex financial concepts, helping his clients feel confident in their financial decisions. Adam’s specialization in research paired with his proficiency in planning allows him to help clients navigate their financial goals while ensuring each one receives tailored advice and support.
Adam grew up in Pell City, AL, and now lives in Irondale. Outside of work, Adam enjoys spending time at Logan Martin Lake, tinkering with anything mechanical, and being with family and friends. His hands-on hobbies reflect his problem-solving skills and desire to derive customized solutions, traits that he brings to his professional life as well.
