David Adams, CPWA®, QPFC

David, a native of the Eastern Shore of Maryland, graduated from the Perdue School of Business at Salisbury University with a B.S. in Finance, concentration in Financial Planning. Upon graduation he accepted a position with The SRPA Group and is Series 7 and 66 registered and is licensed in Life, Health and Long Term Care insurance. David specializes in 401(k) and small business retirement plan management. He helps employers offer the best plan possible through plan design enhancements, cost/benefit analysis, investment option review, and reduction of overall fiduciary liability. David also provides on-site, one-on-one financial education and in-depth financial planning to employees and executives. Additionally, David helps individual clients understand and achieve their retirement goals and will go the extra mile to provide the service they desire. This approach typically involves an advisory platform with strong emphasis on asset allocation and ongoing reviews of each client’s portfolio. He is currently the Vice President of Chapel District Sports, donates time to many local charities and is a past Chairman of the Waterfowl Festival World Championship Calling Contests. David and his wife Amber reside in Cordova with their children, Emily, Michael and Megan.