Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

mountain climbers

Chad Adams

Senior Vice President–Wealth Management

Chad received his undergraduate degree in finance from the University of Massachusetts, Amherst and his Masters of Finance from the Boston University.  At the age of 19, Chad entered the financial services industry in 2005 under the tutelage of his now retired father, Buck Adams.  Together, they navigated clients through the 2008 credit crisis and Chad still employs the lessons learned from those early days of his career.  Chad’s clients include corporate investors, municipalities, and high net worth families.  Chad’s work and passion centers on portfolio construction, risk awareness, and investment management.

He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Exit Planning Advisor.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • KY
  • LA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Arts - Investments and Financial Services, University of Massachusetts - Amherst
  • Masters - Finance, Boston University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager

Cash management
Financial planning
Exit planning
Investing
3000 A Street
Suite 100
Anchorage, AK 99503
  • (907) 261-5971

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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