As a CERTIFIED FINANCIAL PLANNER® professional for nearly 10 years (since July 1, 2008), David Adam has demonstrated extensive knowledge in analyzing and developing personal, long-term financial strategies for his clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most recognized certifications in the financial services industry.

To earn the CFP® certification, a Financial Advisor has met rigorous educational, examination, and experience requirements. Further, CFP® certification requires that a candidate agree and adhere to the CFP Board's Code of Ethics and Professional Responsibility and to Financial Planning Practice Standards.


David has been named a Five Star Wealth Manager every year from 2012 to 2020.

This program surveys more than 65,000 high-net-worth households and all FINRA-registered representatives in the St. Louis area and asks them to evaluate those wealth managers whom they know through their own personal experience.

Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review, and a favorable regulatory and complaint history.

While working at Wells Fargo Advisors, David has also achieved one of the most prestigious awards recognized by the firm. The Platinum Advisors (formerly known as “Premier Advisors”) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism.  ”Additional criteria, best practices and team structure, may also be used to determine recipients." – for which David has been recognized every year from 2014 to 2017.

 
“For award disclosure please visit: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm”