Jack Adams, QPFC

Jack Adams has been with Waverly Advisors since 2012.

He is a Partner and Retirement Plan Advisor for Waverly Advisors. Jack is a Qualified Plan Financial Consultant and provides plan design consultation and investment solutions to retirement plan clients. Jack resides in Birmingham with his wife and two children.

Education

• Bachelor of Science in Finance
  The University of Alabama, Tuscaloosa, AL

Community Involvement

• Junior Achievement
• Monday Morning Quarterback Club
• Mountain Brook Little League Football, Past Volunteer
• Coastal Conservation Association, Birmingham Board

Ask Me About

• The need for a properly diversified portfolio
• How to avoid retirement plan refunds
• If you are on track to reach your retirement goals
• My experience coaching little league football
• Fishing in Mobile Bay
• What author I’m currently reading