Experience

California Insurance License #0G98569

Dan Adams has been a financial advisor since 1987 and holds his Series 9/10 General Securities Sales Supervisor license. Drawing on his extensive experience, Dan develops highly personalized strategies to address the diverse needs of his client base. In concert with the specialists from the global team of resources at UBS, Dan offers clients a wide range of services, including:

• Portfolio Management
• Retirement Planning Services
• Trust and Estate Planning Strategies
• Life Insurance Analysis

Dan is a native of southeastern Connecticut and currently lives in Waterford, Connecticut. He has served on numerous boards and committees in the community, including Connecticut Sports Foundation Against Cancer, Annual Catholic Appeal, Lawrence and Memorial Hospital and Child and Family Services.

California Insurance License #0G98570

Seth is a Senior Portfolio Manager with over 20 years of experience in wealth management. He focuses on portfolio development, research, and implementation of investment strategies.  Seth manages our institutional, DVP and syndicate business. He monitors Initial Public Offerings (IPO's), secondary offerings of equities, as well as  fixed income, structured products and alternative investments. In addition, he directs our liability management and lending strategies for real estate, business investments, and personal and business lines of credit.

Seth was born and raised in Connecticut and is a graduate of Providence College. He lives in Old Saybrook with his wife, Katey, and their four children.

California Insurance License #2099520

Before joining UBS, Dan spent seven years working for investment management firms helping financial advisors with asset allocation and risk management solutions. He chose to become a financial advisor to have a greater impact helping individuals and families reach their financial goals. The foundation of his work is rooted in the philosophy that clients deserve honesty, competency, and respect. Having helped hundreds of financial advisors in his previous roles, he's learned what differentiates successful financial advisors and is proud of the quality service, thoughtful advice, and strong financial guidance that Adams Wealth Management provides.

Dan is a graduate of East Lyme High School and Clemson University.  He lives in Old Lyme with his wife Jillian and son Weston.

Craig manages the operational and administrative responsibilities at Adams Wealth Management. He holds many industry credentials, including his Series 7 General Securities license. Craig assists in the implementation and oversight of the investment strategies designed by the advisory team. He has over eighteen years experience in financial services and joined Adams Wealth Management in 2004. Craig is a native of Connecticut and a graduate of Lehigh University.  He lives in Old Lyme with his wife, Kim and three children.