Adam Martin

Adam specializes in comprehensive financial planning and wealth management and is experienced in retirement planning, investment management, insurance planning, risk management, estate and legacy planning and long-term wealth preservation. He has developed personalized strategies to help individuals, families and business owners make confident financial decisions that align with every aspect of their lives.
Adam earned his bachelor's degree in business administration with an emphasis in financial management and investments from the University of Memphis, where he graduated with honors. He holds the Series 6, Series 7, Series 63 and Series 65 securities registrations, as well as life and health insurance licenses through LPL Financial.

Before his career in financial services, Adam proudly served in the United States Navy and was honorably discharged. Giving back to the veteran community is one of Adam's greatest passions and he actively volunteers with several local veterans organizations, including Mid-South Veterans League, American Legion, Veterans of Foreign Wars (VFW) and War Horses for Heroes. He is dedicated to supporting veterans and strengthening the Mid-South community through service, advocacy and volunteer leadership.

The discipline, integrity and commitment to service he developed during his military career continues to shape the way he serves every client today. Adam is committed to acting in his clients' best interests by providing personalized guidance, transparent advice and strategies tailored to each individual's unique goals and circumstances.

Outside of serving his clients, Adam enjoys spending time with his wife, Kendal, and their daughter, Lucy. Whether he's hunting, fishing, playing golf or cheering on the University of Memphis Tigers, he values faith, family, service and community as the foundation for both his personal and professional life.

Location: 7906 Players Forest Drive | Memphis, TN 38119

AR Insurance License #: 20629806