Cord Adams is a Wealth Advisor with Creative Planning and has over 20 years experience in the industry. Cord has spent the last two decades working with high net worth families and foundations on their portfolio construction, implementation and ongoing management. The primary investment objective ...more

Cord Adams is a Wealth Advisor with Creative Planning and has over 20 years experience in the industry. Cord has spent the last two decades working with high net worth families and foundations on their portfolio construction, implementation and ongoing management. The primary investment objective for the clients Cord has worked with is asset preservation and building portfolios that allow clients to maintain their current standard of living without any undue sacrifices. As the relationship manager, Cord is responsible for creating goals based financial planning, ongoing portfolio maintenance, quarterly client portfolio updates, and education about current and future investment themes. Cord received a BBA in finance from Southern Methodist University, Certificate in Financial and Estate Planning from the University of Dallas, Accredited Asset Management Specialist™ (AAMS™) Professional Designation, Accredited Wealth Management Advisor™ (AWMA™) Professional Designation, Chartered Retirement Planning Counselor™ (CRPC™) Professional Designation from The College for Financial Planning, Nonqualified Plan Consultant™ (NQPC™) Professional Designation from The National Association of Plan Advisors, and Acredited Investment Fiduciary (AIF®) from Fi360 A Broadridge Company.less