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Adam Wilson, CFP®
Schedule an Appointment 770-985-5473
Email awilson@swmllc.com
Location Athens (GA)
Specialty Individual Wealth Management
Zip Code 89001,89002,89003,89004,89005,89007,89008,89010,89011,89012,89013,89014,89015,89017,89018,89019,89020,89021,89022,89025,89026,89027,89029,89030,89031,89032,89034,89039,89040,89042,89043,89044,89045,89046,89047,89048,89049,89052,89054,89060,89061,89070,89074,89081,89084,89085,89086,89101,89102,89103,89104,89106,89107,89108,89109,89110,89113,89115,89117,89118,89119,89120,89121,89122,89123,89124,89128,89129,89130,89131,89134,89135,89138,89139,89141,89142,89143,89144,89145,89146,89147,89148,89149,89156,89158,89161,89166,89169,89178,89179,89183,89191,89301,89310,89311,89314,89315,89316,89317,89318,89319,89402,89403,89404,89405,89406,89408,89409,89410,89411,89412,89413,89414,89415,89418,89419,89420,89421,89422,89423,89424,89425,89426,89427,89428,89429,89430,89431,89433,89434,89436,89437,89438,89439,89440,89441,89442,89444,89445,89446,89447,89448,89449,89450,89451,89460,89496,89501,89502,89503,89506,89508,89509,89510,89511,89512,89519,89521,89523,89557,89701,89703,89704,89705,89706,89801,89815,89820,89821,89822,89823,89825,89826,89828,89830,89831,89832,89833,89834,89835,89883

Adam Wilson, CFP®

PARTNER

Adam helps clients navigate a variety of financial planning needs, specializing in estate planning, retirement planning, and income planning. With extensive experience in alternative investments, he also advises on private equity, commercial and residential real estate.

A Certified Financial Planner™ since 2008, Adam has been serving clients for over 25 years. Prior to joining the firm, he was an advisor with AXA Advisors in Atlanta. As a graduate of the University of Georgia with a degree in finance, he is always a favorite among fellow Georgia Bulldog fans.

Deeply committed to his community, Adam has represented the firm on multiple boards over the years and continues to serve on the board of the Community Foundation for Northeast Georgia. Outside the office, he is highly active in his church. Adam and his wife are the proud parents of two college-aged children, a milestone that has happily freed up his schedule to spend plenty of time on the golf course.

 

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.

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