Chief Executive Officer, Founder
BBA, International Business | University of Mississippi
MBA, Finance and Financial Management Services | University of Mississippi
16 Years of Experience | Financial Planning and Consulting
14 Years of Experience | Investment Advisor Representative
Founding Partner | Addicus
Member of Sigma Phi Epsilon University of Mississippi Chapter
Alumnus Member of Sigma Phi Epsilon University of Memphis Chapter Executive Board
Past President and Founding Member of Alpha Kappa Si honorary fraternity University of Mississippi Chapter
Leadership Mississippi Participant and Early Childhood Development Competition Award Winner
Life, Accident, and Health Insurance Licensee
Series 65 Registered Investment Advisor (RIA)
Drew Adams started Addicus after a decade in financial planning firms showed him a disconnect between the products the industry was selling and the actual needs of its clients.
Most financial planning companies are interested in selling insurance or investment products and assisting the client in planning up to the point of sale, profiting from the sale commission. Drew wanted to offer his clients more. He wanted to offer comprehensive, long-term strategies to grow their wealth, protect their assets, and establish a fulfilling legacy. One of the biggest fallacies he noticed in this planning was the actual execution, follow through, and administration to keep the plans synchronized with the Personal Financial Enterprise (PFE).
“These firms wanted me to call on a lot of people, make the sale, and move on, selling some more. That leaves so much undone. I was not incentivized to be a long-term advisor beyond the products sold—and that conflicted with my vision of loyalty and duty.”
Adams gained experience in the financial planning industry working for Strategic Financial Partners, where he built his practice in Memphis from scratch and was named Star Producer his first year and a member of the Leaders Club his second. In 2006 he moved to Strategic Wealth where he was made equity partner and was given the opportunity to serve as chief architect of sophisticated long-term wealth development strategies and then oversee the implementation of those strategies for clients of the firm.
In 2012 he founded Addicus with Stephen Miles to focus solely on long-term strategy for a select group of successful, great families.
“The thing I’m proudest about, and it still rings true, is that every day we are presented with something we’ve never done before, and we have no fear to take it on, find the best of the best resources, and bring a concept to successful fruition.”Contact vCard firstname.lastname@example.org 662.371.4125