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Bill Adams
Bill Adams, CFP®, CIMA®
Consulting Group
First Vice President - Wealth Management
Senior Investment Management Consultant
Portfolio Manager / Financial Advisor
333 South 7th Street
26th Floor
Minneapolis, MN 55402
tel: 612-349-4814
toll free: 800-334-1515
fax: 612-371-8875
Email Me
Welcome Associations Education Services Experience
Welcome

Whether you are a private individual or an institutional trustee, the complexity of today’s capital markets heighten the need for professional, experienced investment advice. The Certified Investment Management AnalystSM (CIMA) certification/designation is earned by only those Financial Advisors that have completed an extensive training course and a rigorous exam. CIMA® advisors can assist you in establishing suitable objectives, developing appropriate investment strategies and selecting appropriate investment options. To work with a professional who has earned the certification that represents the experience and knowledge you need in today’s environment, please contact me.
Associations
  • Healthy Community Healthy Youth
    Maple Grove / Brooklyn Park, MN
  • Kids Fair Steering Committee
  • North Hennepin Chamber of Commerce
  • Investment Management Consultants Association, IMCA
  • I 94 West Chamber of Commerce
  • Financial Planning Association
Education and Licensing
  • Bachelor of Science - Marketing, 1973
    St. Cloud State University
    St. Cloud, MN
  • Post Graduate Extended Studies International Business, 1974
    St. Cloud University
    Fredericia, Denmark
  • CERTIFIED FINANCIAL PLANNER™ Certification 2007
  • Series 7, 1983
    Smith Barney
    Minneapolis, MN
  • Insurance License, 1983
    Smith Barney
    Minneapolis, MN
  • Guided Portfolio Management, 1991
    Smith Barney
    Minneapolis, MN
  • Portfolio Manager, 2004
  • CIMA®, Certified Investment Analyst, 2002
    University of Pennsylvania
    Wharton School of Business
Services
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Lending Services
  • Long Term Care Insurance
  • Retirement Planning
  • Wealth Management
  • Business Planning
  • Professional Portfolio Management
  • Corporate Retirement Plans
  • 401k Rollovers
Business Experience
  • 1983 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Senior Investment Management Consultant
    Portfolio Manager / Financial Advisor
    CERTIFIED FINANCIAL PLANNER™
    Minneapolis, MN
  • 1975 - 1983: American Express
    Regional Sales Manager
    Minneapolis, MN
  • 1974 - 1975: Ramsgate Electronics Incorporated
    Manager, Domestic / International Marketing
    Eveleth, MN
Bulletin Board
  • What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • Are you being offered an early retirement package? Visit our Financial Planning link for the IRA Rollover Guide to Lump Sum Distributions.
Bill Adams is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MI, MN, NC, ND, NH, NJ, NM, NY, OH, OK, OR, SC, SD, TX, UT, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

100 Point Commentary (pdf)

On the Markets (pdf)

Portfolio Strategist - A Weekly Guide for Investors (pdf)
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Morgan Stanley Smith Barney
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