Jack Adams started in the financial services industry due to his interest in managing and optimizing financial resources. Being from South Texas, Jack is proud to be serving clients in and around the Coastal Bend with achieving their financial goals. When Jack is not working, he likes to spend time on the golf course.
Professional Designations
- Retirement Planning Specialist
Licenses
- Series 63
- Series 66
- Series 7TO
- Texas Life & Health Insurance
Education
- BA in Finance, Texas Tech University
Areas of Focus
- Estate and Legacy Planning
- Financial Planning
- Tax-Smart Investment Management
- Business Succession and Exit Planning
- Executive Benefits
- Charitable Planning
Professional Affiliations
- Board Member, Corpus Christi Estate Planning Council
- Board Member, Founders Club San Antonio Texas
- Corpus Christi 40 Under 40