Doug Adams
Doug Adams
Financial Advisor
MEMBERS Financial Services
Located at:
Associated Credit Union
6251 Crooked Creek Rd Peachtree Corners, GA 30092
Phone: 678-231-6341
Email: [email protected]
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MISSION STATEMENT
I help credit union members navigate some of the most important financial decisions of their lives. No matter which financial milestones you’re approaching, having a clear plan in place is essential to working toward them.
When you plan a vacation, you start by choosing your destination and then determining the best way to get there. Investing works the same way. A financial advisor can help you define your goals and create a strategy designed to pursue them.
Whether you’re planning for retirement, saving for a child’s or grandchild’s college education, transitioning over an old 401(k), or simply looking to improve the return potential on your savings, I can help you develop a thoughtful, personalized financial plan.
PROFESSIONAL SPECIALTIES
- Specializes in retirement planning and retirement income generation
- Tax-aware planning, investment planning and management, education funding, wealth transfers, 401K planning, legacy planning
- Centers on disciplined, long-term strategies, and diversification, with accounts aligned to client objectives rather than market speculation.
QUALIFICATIONS
- Financial Advisor, Located at Associated Credit Union
- Holds FINRA Series 7, and 66 securities licenses with LPL Financial
- Holds life & health insurance licenses from AL, GA, LA, MS, NC, SC
PERSONAL
Doug has worked in wealth management since May 2006 and is a proud veteran of the United States Air Force. He resides in Loganville, Georgia, where he is actively involved in the community. Doug is a member and Past President of the Rotary Club of Loganville, a Past President of the Greater Eastside Chamber of Commerce and currently serves as President of the Friends of the O’Kelly Library, a nonprofit organization dedicated to raising funds in support of the new library in Loganville.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Associated Credit Union and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Associated Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Associated Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
