Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

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

Community participation

  • Feeding Northeast Florida

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