Wealth Management and Financial Planning Firm Money Concepts Is Pleased to Welcome Ron Adams to Their Network of Independent Financial Advisors

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Ron Adams CFP,CLU,ChFC, REBC,RICP joins independent broker-dealer Money Concepts.

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Money Concepts is pleased to welcome Ron Adams to their network of independent financial advisors.

Ron Adams has been in the Financial Services industry for 35 years and has held key marketing/sales positions with some of the industry leaders, including AXA Equitable, MetLife, Transamerica and Farmers Insurance Group. During that time, his main areas of focus for his clients have been Retirement Planning, Estate Planning and Executive Benefits for businesses.

Ron is a Certified Financial Planner ® and has earned several valuable professional designations, which helped prepare him to better serve his clients. These designations include: Charted Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Employee Benefits Consultant (REBC) and Retirement Income Certified Professional (RICP).

Ron earned his Bachelor’s Degree from Wayne State College in Nebraska and has Maters Degrees from both the University of Nebraska – Omaha (Physical Education and Secondary Administration) and The American College (Financial Services and Insurance Management).
Ron and his wife Jackie, a Special Education Teacher for the Northside School District, have two children, Amanda and Kyle, and they live in the Sonoma Ranch area of San Antonio.

He and Jackie both love traveling and watching Kyle play varsity football for Brandeis High School. When it’s not football season, Ron enjoys a relaxing round of golf and reading books.

About Money Concepts®:
Money Concepts Capital Corp. is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Money Concepts® was established in 1979, and its parent company, Money Concepts International, Inc., has a network of approximately 700 financial professional’s centers nationwide.

In addition to serving independent advisors, Money Concepts® provides turn-key wealth management services for community based financial institutions and tax professionals. Money Concepts® advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services.

All Securities Offered Through Money Concepts Capital Corp. | Member FINRA/SIPC
Money Concepts Advisory Service is a Registered Investment Advisor with the SEC
All Non Securities and Non Advisory Products through Money Concepts International, Inc., 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

For more information, visit http://moneyconcepts.com/Independent-Broker-Dealer/Financial_Advisor and follow us on Facebook, LinkedIn and Twitter

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Allen Porter
Money Concepts
561-847-2113 Ext: 2113
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Mario Monteiro
Money Concepts
561-472-2000 2004
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