Meet Our Professionals
The Rich-Adams-Edwards Wealth Management Group offers a team approach centered around you. Dedicated to understanding you and your goals, we provide guidance and strategies to help you grow, protect, create income, and transfer your wealth.
William G. Rich
- AAMS
- Senior Vice President - Investment Officer
William G. Rich
- AAMS
- Senior Vice President - Investment Officer
Focus
To help our clients navigate the difficult market environments that we may encounter we recommend following three core principles of portfolio construction: diversification, portfolio balance, and risk management. Bill believes it is important to have the right people and tools available to motivate you and help you stay on track, and he is confident that his team has those tools.
Background and Experience
Bill grew up in Galveston, TX and St. Louis, MO. Between high school and college, he was in the US Army and US Army Reserve for a total of eight years, receiving an Honorable Discharge in 1970. After graduating from the University of Missouri with a BS in Business Administration he joined Xerox Corporation, relocating to Minneapolis, MN.
His goal all along was to become a financial advisor, so he decided to leave Xerox and entered the financial industry with Shearson, Hammill & Co. In 1987 he joined the Wells Fargo Advisors Dallas branch and has been with this firm ever since.
Most of his career has been as a financial advisor working directly with clients, although he did manage two branch offices (Wichita, KS and downtown Dallas) during the early 90’s. He enjoyed branch management, but his first love has always been working directly with his clients helping them work towards their financial goals.
In 1998, Bill and another financial advisor, the late Brayton Campbell, Jr., founded the Rich-Campbell Wealth Management Group of Wells Fargo Advisors. One year later, we were joined by Bert Adams who remains my associate today in the Rich-Adams-Edwards Wealth Management Group of Wells Fargo Advisors, based in Plano, TX.
Away From the Office
Out of the office, Bill and his wife of 48 years, Ellen, live in North Dallas. They love to travel, especially to Los Angeles to visit their daughter Beth, her husband Ethan and their two kids. Bill’s son Jason and his wife Erika, live in Plano, TX. Until recently, he was a long-distance motorcycle rider and traveled extensively on two wheels all over the country. Ellen and Bill volunteer and contribute to a number of worthy organizations, especially the Juvenile Diabetes Foundation and Operation Kindness.
CA Insurance License Number: 0E31414 Resident State TX
To help our clients navigate the difficult market environments that we may encounter we recommend following three core principles of portfolio construction: diversification, portfolio balance, and risk management. Bill believes it is important to have the right people and tools available to motivate you and help you stay on track, and he is confident that his team has those tools.
Background and Experience
Bill grew up in Galveston, TX and St. Louis, MO. Between high school and college, he was in the US Army and US Army Reserve for a total of eight years, receiving an Honorable Discharge in 1970. After graduating from the University of Missouri with a BS in Business Administration he joined Xerox Corporation, relocating to Minneapolis, MN.
His goal all along was to become a financial advisor, so he decided to leave Xerox and entered the financial industry with Shearson, Hammill & Co. In 1987 he joined the Wells Fargo Advisors Dallas branch and has been with this firm ever since.
Most of his career has been as a financial advisor working directly with clients, although he did manage two branch offices (Wichita, KS and downtown Dallas) during the early 90’s. He enjoyed branch management, but his first love has always been working directly with his clients helping them work towards their financial goals.
In 1998, Bill and another financial advisor, the late Brayton Campbell, Jr., founded the Rich-Campbell Wealth Management Group of Wells Fargo Advisors. One year later, we were joined by Bert Adams who remains my associate today in the Rich-Adams-Edwards Wealth Management Group of Wells Fargo Advisors, based in Plano, TX.
Away From the Office
Out of the office, Bill and his wife of 48 years, Ellen, live in North Dallas. They love to travel, especially to Los Angeles to visit their daughter Beth, her husband Ethan and their two kids. Bill’s son Jason and his wife Erika, live in Plano, TX. Until recently, he was a long-distance motorcycle rider and traveled extensively on two wheels all over the country. Ellen and Bill volunteer and contribute to a number of worthy organizations, especially the Juvenile Diabetes Foundation and Operation Kindness.
CA Insurance License Number: 0E31414 Resident State TX
Bert Adams
- Senior Vice President - Investment Officer
Bert Adams
- Senior Vice President - Investment Officer
Focus
To advise a select group of affluent individuals, families and small businesses on how to build, manage, protect and transition their wealth. There are four cornerstones that our team focusses our attention on: 1. Investment management. 2. Access to lending products and services through Wells Fargo Affiliates. 3. Risk Management and Insurance. 4. Trust and Estate Fiduciary Services.
Experience and Goals
Bert began his career as a financial advisor 25 years ago and he has been at Wells Fargo Advisors for 21 years. Most of his career has been spent offering financial advice in the Plano Texas office of Wells Fargo Advisors. Throughout Bert’s tenure he has been a part of a team, The Rich-Adams Wealth Management Group of Wells Fargo Advisors. The senior associate of the team, Bill Rich, brought Bert on as a junior advisor in 1999 and they continue to work together today. Bert has had many accomplishments and in 2014 and 2017-2019 Bert was selected as a Wells Fargo Advisors Premier Advisor. During the spring of 2017 veteran advisor, Wendy Edwards, CFP joined the team forming The Rich-Adams-Edwards Wealth Management Group of Wells Fargo Advisors. The team continues to expand with the addition of Financial Advisor Christian Brand as well as Senior Client Associate, Laura Green.
Bert’s goal is to help guide families through life as they build wealth and their needs become more complex. Bert has been successful in helping families plan for their retirement, live in retirement and plan for college expenses for children and grandchildren. He has helped clients navigate through the sometimes challenging financial markets. He often discusses the lessons learned during the Tech Wreck of 2000 and the Financial Crisis of 2008 and 2009. Bert can help determine if there is a need for life insurance and long term care. Over the years he has been instrumental in helping small businesses and families with liability management.
Away From the Office
Bert spends his free time with his wife Devon and daughter Payton. Together they enjoy all things outdoors. Bert, Devon and Payton are always looking for their next outdoor adventure. As a family they have hiked some of the highest peaks in Colorado and fly fished many of the most beautiful rivers found in the Rocky Mountains. As a family they often volunteer and have several organizations that they enjoy helping financially. In May of 2018 Bert was awarded the Jack Wiech Fellow Award for dedicated service to the children of the Texas Lions Club. Bert, Devon and Payton have helped build houses for Habitat for Humanity. Bert has a nephew with Autism and is passionate about the illness. He has donated financially to Autism Speaks. As a family they also support the Children’s Tumor Foundation, and the American Heart Association
Wells Fargo is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo and Company and underwritten by non-affiliated Insurance Companies. Not available in all states. Diversification does not guarantee profit or protect against loss in declining markets. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
CA Insurance License Number: 0E31460. Resident State TX
To advise a select group of affluent individuals, families and small businesses on how to build, manage, protect and transition their wealth. There are four cornerstones that our team focusses our attention on: 1. Investment management. 2. Access to lending products and services through Wells Fargo Affiliates. 3. Risk Management and Insurance. 4. Trust and Estate Fiduciary Services.
Experience and Goals
Bert began his career as a financial advisor 25 years ago and he has been at Wells Fargo Advisors for 21 years. Most of his career has been spent offering financial advice in the Plano Texas office of Wells Fargo Advisors. Throughout Bert’s tenure he has been a part of a team, The Rich-Adams Wealth Management Group of Wells Fargo Advisors. The senior associate of the team, Bill Rich, brought Bert on as a junior advisor in 1999 and they continue to work together today. Bert has had many accomplishments and in 2014 and 2017-2019 Bert was selected as a Wells Fargo Advisors Premier Advisor. During the spring of 2017 veteran advisor, Wendy Edwards, CFP joined the team forming The Rich-Adams-Edwards Wealth Management Group of Wells Fargo Advisors. The team continues to expand with the addition of Financial Advisor Christian Brand as well as Senior Client Associate, Laura Green.
Bert’s goal is to help guide families through life as they build wealth and their needs become more complex. Bert has been successful in helping families plan for their retirement, live in retirement and plan for college expenses for children and grandchildren. He has helped clients navigate through the sometimes challenging financial markets. He often discusses the lessons learned during the Tech Wreck of 2000 and the Financial Crisis of 2008 and 2009. Bert can help determine if there is a need for life insurance and long term care. Over the years he has been instrumental in helping small businesses and families with liability management.
Away From the Office
Bert spends his free time with his wife Devon and daughter Payton. Together they enjoy all things outdoors. Bert, Devon and Payton are always looking for their next outdoor adventure. As a family they have hiked some of the highest peaks in Colorado and fly fished many of the most beautiful rivers found in the Rocky Mountains. As a family they often volunteer and have several organizations that they enjoy helping financially. In May of 2018 Bert was awarded the Jack Wiech Fellow Award for dedicated service to the children of the Texas Lions Club. Bert, Devon and Payton have helped build houses for Habitat for Humanity. Bert has a nephew with Autism and is passionate about the illness. He has donated financially to Autism Speaks. As a family they also support the Children’s Tumor Foundation, and the American Heart Association
Wells Fargo is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo and Company and underwritten by non-affiliated Insurance Companies. Not available in all states. Diversification does not guarantee profit or protect against loss in declining markets. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
CA Insurance License Number: 0E31460. Resident State TX
Contact
Language
- English
Wendy S. Edwards
- CFP
- CLU
- CDFA
- First Vice President - Investment Officer
Wendy S. Edwards
- CFP
- CLU
- CDFA
- First Vice President - Investment Officer
Through her 30+ years of experience as a financial advisor, Wendy has come to understand that time is best spent doing the things that we love. Today, she helps a select group of clients build, manage, protect, and transition their wealth so they may enjoy doing what they love most. Listening to understand her clients’ current and past experiences, as well as their goals and objectives, allows her to develop and implement strategic plans to create a pathway for financial success. With consistent research, evaluation, and adjustments that focus on her clients’ goals, Wendy guides her clients on their journey towards achieving what is most important in their lives.
Her passion for helping people create financial independence blossomed when, in 2000, Wendy earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. Wendy’s hunger for learning didn’t end there; she has since obtained the CLU (Chartered Life Underwriter) designation and the CDFA (Certified Divorce Financial Analyst) designation to help plan and guide her clients through the critical financial events in their lives.
Supported by her team, The Rich – Adams - Edwards Wealth Management Group of Wells Fargo Advisors
brings to their clients over 100 years of combined industry experience as well as research, technology, and access to lending services through Wells Fargo affiliates.
Wendy has worked for Wells Fargo Advisors and its predecessor firm for 20 years in Texas and South
Carolina. Wendy was recognized in Texas Monthly Magazine – 2013, 2014, 2015, 2016, and 2020 as a “FIVE STAR Wealth Manager”. She has been named as a 2013, 2014, 2019, and 2020 Premier Advisor by Wells Fargo Advisors.
Growing up in the Pittsburgh, Pennsylvania area and living in many states throughout her lifetime, Wendy enjoyed exploring new places, cultures, and meeting new people. Wendy settled in the Dallas, Texas area in 1995 and loves all the Metroplex has to offer.
Giving back to our community is important to Wendy. She has most recently volunteered and supported the Frisco Family Services, Minnie’s Food Pantry, and the American Cancer Society.
Away from the office, Wendy spends her free time with her husband, Steve, and loves spending time in the Blue Ridge Mountains in North Carolina enjoying outdoor life. They are the proud parents of two grown daughters, son in law, and two delightful granddaughters. Wendy is an avid puzzle player which may explain her love for unraveling and finding strategies to the complexities of her clients’ financial affairs.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products.
The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. 5080 DFW wealth managers were considered for the award; 630 (5% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. Been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. Filed for bankruptcy, or 5. been convicted of a felony.
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
CA Insurance License Number: 0L69989. Resident State TX.
CAR 0620-04347
Her passion for helping people create financial independence blossomed when, in 2000, Wendy earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. Wendy’s hunger for learning didn’t end there; she has since obtained the CLU (Chartered Life Underwriter) designation and the CDFA (Certified Divorce Financial Analyst) designation to help plan and guide her clients through the critical financial events in their lives.
Supported by her team, The Rich – Adams - Edwards Wealth Management Group of Wells Fargo Advisors
brings to their clients over 100 years of combined industry experience as well as research, technology, and access to lending services through Wells Fargo affiliates.
Wendy has worked for Wells Fargo Advisors and its predecessor firm for 20 years in Texas and South
Carolina. Wendy was recognized in Texas Monthly Magazine – 2013, 2014, 2015, 2016, and 2020 as a “FIVE STAR Wealth Manager”. She has been named as a 2013, 2014, 2019, and 2020 Premier Advisor by Wells Fargo Advisors.
Growing up in the Pittsburgh, Pennsylvania area and living in many states throughout her lifetime, Wendy enjoyed exploring new places, cultures, and meeting new people. Wendy settled in the Dallas, Texas area in 1995 and loves all the Metroplex has to offer.
Giving back to our community is important to Wendy. She has most recently volunteered and supported the Frisco Family Services, Minnie’s Food Pantry, and the American Cancer Society.
Away from the office, Wendy spends her free time with her husband, Steve, and loves spending time in the Blue Ridge Mountains in North Carolina enjoying outdoor life. They are the proud parents of two grown daughters, son in law, and two delightful granddaughters. Wendy is an avid puzzle player which may explain her love for unraveling and finding strategies to the complexities of her clients’ financial affairs.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products.
The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. 5080 DFW wealth managers were considered for the award; 630 (5% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. Been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. Filed for bankruptcy, or 5. been convicted of a felony.
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
CA Insurance License Number: 0L69989. Resident State TX.
CAR 0620-04347
Contact
Language
- English
Christian Brand
- CFP
- Financial Advisor
Christian Brand
- CFP
- Financial Advisor
Christian helps a select group of clients build, manage, protect and transition wealth. Christian and his team take a comprehensive approach to wealth management. Wealth consists of investments, lending, liability management, risk management, trust, estate and fiduciary services. His process begins with listening to his clients. He listens and understands their current situation, past experiences and their goals and objectives for the future. With the information clients share with him he goes to work; he studies, tests, models and develops strategies to help clients meet their stated goals and objectives. Christian then explains his recommendations in plain English with minimal technical jargon to ensure effective communication. With his client’s permission he implements the recommendations in an independent, objective, unbiased and cost-effective manner. Then he monitors and evaluates the progress of his clients’ plans and works with them to make adjustments when there are material changes in the market, tax laws and most importantly changes in the lives of his clients.
A graduate of Manhattan College with a Bachelor’s of science with a major in Economics, Christian began his financial services career in New York in 2010 and has been helping clients in multiple capacities ever since. In 2014 Christian began working at Wells Fargo Advisors; in an effort to expand his skillset, particularly in investment planning, Christian completed the rigorous path to obtaining the CFP® (CERTIFIED FINANCIAL PLANNER™) certification in March 2017. Christian is dedicated to improving the client experience; he is always willing to go above and beyond for all client needs and looks forward to creating new and deepening existing client relationships.
Supported by his team, the Rich-Adams-Edwards Wealth Management group of Wells Fargo Advisors with over 100 years of combined industry experience, along with the technology, research and services through Wells Fargo affiliates, Christian has the resources to help his clients achieve their goals and objectives.
Christian moved to Frisco, Texas from Norwalk, Connecticut in 2014 with his wife, Christina, and twin daughters Avery and Regan. A self-proclaimed handyman, Christian is often found working around his or neighbors’ homes doing DIY projects. Christian enjoys skiing, boating, camping, trying new craft beers and being on nationally televised games shows (ask him about it next time you talk).
Wells Fargo Advisors is not a legal or tax advisor.
CA Insurance License Number: 0K70720. Resident State TX.
A graduate of Manhattan College with a Bachelor’s of science with a major in Economics, Christian began his financial services career in New York in 2010 and has been helping clients in multiple capacities ever since. In 2014 Christian began working at Wells Fargo Advisors; in an effort to expand his skillset, particularly in investment planning, Christian completed the rigorous path to obtaining the CFP® (CERTIFIED FINANCIAL PLANNER™) certification in March 2017. Christian is dedicated to improving the client experience; he is always willing to go above and beyond for all client needs and looks forward to creating new and deepening existing client relationships.
Supported by his team, the Rich-Adams-Edwards Wealth Management group of Wells Fargo Advisors with over 100 years of combined industry experience, along with the technology, research and services through Wells Fargo affiliates, Christian has the resources to help his clients achieve their goals and objectives.
Christian moved to Frisco, Texas from Norwalk, Connecticut in 2014 with his wife, Christina, and twin daughters Avery and Regan. A self-proclaimed handyman, Christian is often found working around his or neighbors’ homes doing DIY projects. Christian enjoys skiing, boating, camping, trying new craft beers and being on nationally televised games shows (ask him about it next time you talk).
Wells Fargo Advisors is not a legal or tax advisor.
CA Insurance License Number: 0K70720. Resident State TX.
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