Adam Jones, CFP^®, AIF^®, CAP^®

Originally from Ohio, Adam graduated from the University of Florida in 2007 with a degree in Economics. Based in Gainesville, FL, he has spent the last 12 years helping clients gain peace of mind about their financial futures. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Adam holds the Accredited Investment Fiduciary® (AIF®) designation, aligning him with the same fiduciary standard upheld by the rest of our 16 financial advisors. Outside of work, Adam enjoys quality time with his wife, Valerie, their son, Joshua, and their Leopard Gecko, Leo. Whether he’s hitting the golf course or taking Joshua to Busch Gardens, Adam makes the most of his downtime! While Adam gets settled into his new role, he will be working alongside Roger Johnson, CFP®, AIF®. Please join us in giving Adam a warm welcome. We’re delighted to have him on board!