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 our clients with a variety of financial planning needs, especially estate planning, retirement planning, and risk management. He also assists with alternative investments such as private equity, as well as commercial and residential real estate.

Before joining our team nearly two decades ago, Adam was an advisor with AXA Advisors in Atlanta. He has been a Certified Financial Planner™ since 2008. Georgia Bulldog fans love working with him not only because of his expertise but also because he is a graduate of The University of Georgia with a degree in finance.

Adam has represented the firm on multiple boards over the years within our community. Currently, he serves on the board of the Community Foundation for Northeast Georgia as well as the Titan Club. He is married with a son and daughter and is very active in his church. One day, when his schedule isn’t as full, he hopes to pick back up on another passion of his—golf.

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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Ph: 800-493-6226

Fax: 913-491-3214

contact@primefinancial.com

6201 College Boulevard, Suite #150
Overland Park, KS 66211

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© 2025. Prime Capital Financial. 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. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated., and any related communication on this website is strictly intended for individuals residing in the states of: AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. PCIA and PCS are separate entities and are not affiliated. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck. PCIA and Private Client Services do not offer tax or legal advice, and information presented here should not be construed as such. Always consult a tax or legal professional regarding your specific situation.

1. Barron’s Top 100 RIA Firm 2024 award was received in September 2024 for the 2023-2024 year timeframe from Barron’s and no compensation was involved. 2. KCBJ Fee Based Investment Advisors 2024 award was received September 2024 for the 2023 year by Kansas City Business Journal and no compensation was involved. 3. KCBJ Fee Based Investment Advisors 2023 award was received September 2023 for the 2022 year by Kansas City Business Journal and no compensation was involved. 4. Barron’s Top 100 RIA Firm 2023 award was received in September 2023 for the 2022-2023 year timeframe from Barron’s and no compensation was involved. 5. KCBJ Fee Based Investment Advisors 2022 award was received September 2022 for the 2021 year by Kansas City Business Journal and no compensation was involved. 6. Barron’s Top 100 RIA Firm 2022 award was received in September 2022 for the 2021-2022 year timeframe from Barron’s and no compensation was involved.