Andy Adams has been with Waddell & Reed since 2011 and has been in the financial planning industry since 2008. He also has 20 years of experience with various institutional investing firms. This has given him a strong foundation for a career as a Financial Advisor. Andy's attention to detail, listening skills, and ability to understand his client's goals are the cornerstones to his practice.
He is supported by a team of administrators and insurance and investment products. This support, teamwork, and professionalism helps Andy build long-term relationships with his growing client base while working to provide excellent customer service. Andy truly enjoys working with individuals and businesses on an intimate level. Understanding each client's goals and needs, and a desire to help his clients put strategies in place to help accomplish them fuels his passion for financial planning.
Married for 12 years to his lovely wife, Katie, they have 3 beautiful Golden Retrievers. Away from Waddell & Reed, Andy enjoys golf and competes in canine sports such as agility, obedience, and field training, and also spends quality time with family and friends both human and canine.