Adam is a Financial Advisor and family man.
Adam joined the Grimes & Company team in 2018. In his role as a Wealth Manager, he works hand in hand with high net worth clients who are in or approaching retirement. His builds a personal relationship and a tailored portfolio with clients and their families to help navigate the waters of life.
Previously, he worked as a Senior Financial Consultant for TD Ameritrade, where he developed comprehensive financial plans for high net worth clients. Following his role at TD he served as a Private Client Advisor for JP Morgan Chase. He was responsible for running financial analysis and strategy implementation for Chase Private Clients.
Outside of his career, Adam focuses his energy on his wife and two sons. Together they enjoy raising chickens, gardening, and being very actively involved in their church.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.