Jack Adams is a Partner and Retirement Plan Advisor at Waverly Advisors, bringing over 18 years of experience serving high-net-worth individuals and multi-industry corporate retirement plan clients. Since beginning his career in the retirement plan industry in 2007, Jack has specialized in plan design consulting, investment strategy development, and comprehensive employee education programs that help organizations and their teams achieve long-term financial success.
A graduate of The University of Alabama with a Bachelor’s degree in Finance (2005), Jack also holds his Series 65 Securities License. His deep industry knowledge and client-focused approach have made him a trusted advisor to businesses seeking to optimize their retirement plan strategies and enhance participant outcomes.
Jack and his wife, Courtney, reside in Mountain Brook with their two children, where they enjoy an active family life and involvement in their local community.