The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.


Daniel Richard Adams Jr.

Financial Advisor

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  financial advisors and can confidently say that Adams Wealth Management strives to provide excellent service, advice, and strong financial guidance.


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



Registered States:
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2 Union Plaza
New London, CT 06320
  • (860) 437-2028

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