Meet the Team
David Adam, MBA, CFP®
- Managing Director - Investment Officer
- Financial Advisor
For more than two decades, David has helped clients address their financial concerns and develop suitable strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, David has dedicated his career to delivering the personalized investment planning services his clients deserve.
David began his career as a Financial Advisor in 1996 with A.G. Edwards, a predecessor firm of Wells Fargo Advisors, where he established his practice to serve the wealth management needs of his clients. In 2008, David earned the CERTIFIED FINANCIAL PLANNER™ certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. David has also been the recipient of industry and firm-specific awards throughout his career.
David's values are simple: respect, integrity, the highest ethical standards, and a sense of partnership. Of all of the things David provides, he feels the most valuable is the level of comfort of a trusted Advisor.
Away from the office, David is committed to the community through the service and support of numerous organizations, including the Saint Louis Zoo, Saint Louis Science Center, The Muny, and the City of Town & Country where David resides with his wife, Jennifer, and daughters, Lauren and Lily. David and his family treasure their time together and always look forward to summer vacation.
David began his career as a Financial Advisor in 1996 with A.G. Edwards, a predecessor firm of Wells Fargo Advisors, where he established his practice to serve the wealth management needs of his clients. In 2008, David earned the CERTIFIED FINANCIAL PLANNER™ certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. David has also been the recipient of industry and firm-specific awards throughout his career.
David's values are simple: respect, integrity, the highest ethical standards, and a sense of partnership. Of all of the things David provides, he feels the most valuable is the level of comfort of a trusted Advisor.
Away from the office, David is committed to the community through the service and support of numerous organizations, including the Saint Louis Zoo, Saint Louis Science Center, The Muny, and the City of Town & Country where David resides with his wife, Jennifer, and daughters, Lauren and Lily. David and his family treasure their time together and always look forward to summer vacation.
Contact
Kathy Constantz
- Senior Registered Client Associate
With over 30 years of financial services experience, Kathy helps ensure that clients' administrative, trading and operational needs are handled accurately and quickly. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements with a high level of personal service.
Over the course of her career, Kathy has been the recipient of firm-specific awards, most recently having been honored with the 2017 Distinguished Service Professional award. Kathy holds a Series 7 registration and works to ensure clients receive efficient, experienced and friendly service. Kathy resides in Cedar Hill with her husband and son. In her free time, Kathy enjoys gardening, singing at church, and international travel.
Over the course of her career, Kathy has been the recipient of firm-specific awards, most recently having been honored with the 2017 Distinguished Service Professional award. Kathy holds a Series 7 registration and works to ensure clients receive efficient, experienced and friendly service. Kathy resides in Cedar Hill with her husband and son. In her free time, Kathy enjoys gardening, singing at church, and international travel.