Adam Shane Folds

Field Director

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

I have a BBA in Trust and Wealth Management with a minor in Financial Planning from Campbell University, North Carolina.  My clients appreciate my relationship approach and desire to uncover the core of what's possible in their financial future.  Our team's approach is simple.  First, we ask a lot of questions to explore where our clients want to be.  Then, we take a look at the steps our clients are already taking towards their goals.  Once equipted with this information, we create a customized plan to see how they are tracking towards those goals.  With plan in hand, our team will help our clients think strategically about the best solutions.  If mutually we decide to move forward in any planning areas, we commit to updating and reviewing the plan at least annually to keep pace with life changes. 

Our primary areas of expertise include but aren't limited to tax-favored accumulation strategies as well as tax-efficient retirement distribution strategies.

Education

Degree Major Institution
BBA Trust and Wealth Management Campbell University, North Carolina
 

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