Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B Firm
Website: https://www.mcadamsgroupllc.com/
Bio:
David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped hard-working individuals and families in and around Memphis better preserve their Retirement savings and increase their retirement income.
David is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies. He also works closely with Estate planning attorneys in the area to establish effective investment and wealth management solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.
As an independent financial advisor, David has helped hundreds of clients implement income-generating strategies designed to help protect their savings from the threat of inflation, rising healthcare costs, and market risk.
McAdams Group, LLC is currently rated by the Better Business Bureau as an accredited BBB business and is a member of the Memphis Regional Chamber of Commerce.
Disclaimer:
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. McAdams Group, LLC is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities.
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