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.

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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
  • FL
  • GA
  • ID
  • IL
  • KY
  • LA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NH
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August 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
  • Certified Exit Planning Advisor

Cash management
Financial planning
Exit planning
Investing
3000 A Street
Suite 100
Anchorage, AK 99503

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The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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