Top Content Curve
Consulting Group
333 South 7th Street
26th Floor
Minneapolis, MN 55402
26th Floor
Minneapolis, MN 55402
tel: 612-349-4819
toll free: 800-334-1515
fax: 612-371-8875
toll free: 800-334-1515
fax: 612-371-8875
Group Details
Bill Adams, CFP®, CIMA®
First Vice President - Wealth Management
Senior Investment Management Consultant
Portfolio Manager / Financial Advisor
Senior Investment Management Consultant
Portfolio Manager / Financial Advisor
tel: 612-349-4814
toll free: 800-334-1515
fax: 612-371-8875
Professional Details
- 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 - Bachelor of Science - Marketing, 1973
St. Cloud State University
St. Cloud, MN - Post Graduate Extended Studies International Business, 1974
St. Cloud University
Frederica, Denmark - Series 7 & Insurance Licensed
- Guided Portfolio Management Program, 1991
Portfolio Management Program, 2004 - CIMA®, Certified Investment Analyst, 2002
University of Pennsylvania
Wharton School of Business - Healthy Community Healthy Youth
Maple Grove / Brooklyn Park, MN
Kids Fair Steering Committee - North Hennepin Chamber of Commerce
I 94 Chamber of Commerce - Investment Management Consultants Association, IMCA
Financial Planning Association
Bill Adams, CFP®, CIMA® 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
Sean Carolan
Registered Associate
tel: 612-349-4819
fax: 612-371-8875
Professional Details
- Registered Associate
- Series 7 & 63 Licensed
- 15 Years Industry Experience
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.
Bottom Content Curve