Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • LUTCF® Life Underwriter Training Council Fellow℠
  • APMA™ Accredited Portfolio Management Advisor™
  • CA Insurance License #0L74147


  • Bachelor of Science (B.S.), Psychology & Business Management, Florida State University 1976-1980

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • The American College of Financial Services

Previous experience

  • David N. Adams, Tax & Financial Advisors, Sagepoint Financial, October 1982 - January 2018, 166 A1A North, Suite 101, Ponte Vedra Beach, FL 32082

Community participation

  • Feeding Northeast Florida


David enjoys traveling with his wife Irina, playing golf and tennis in the North Florida area, and soaking up the sun at Jacksonville's beaches.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.