Senior Vice President–Wealth Management
Financial Advisor
Don Adams is a seasoned wealth management professional who helps business owners, retirees, and multigenerational families make informed financial decisions through life's most significant transitions. With more than 36 years of experience, he has guided individuals, families, corporations, and nonprofit organizations in preparing for retirement, navigating business succession and ownership transitions, preserving wealth, and building strategies designed to support their long-term goals and values.
As a Certified Financial Planner™ professional, Chartered Retirement Planning Counselor™ professional, and Portfolio Manager, Don combines comprehensive financial planning with disciplined investment management and ongoing strategic guidance. He works closely with clients to evaluate opportunities, address complex financial challenges, and maintain focus on the objectives that matter most to them and their families.
Don leads the Adams Group in serving business owners, retired executives, and families who value a long-term advisory relationship built on trust, collaboration, and personalized service. Whether helping a business owner prepare for a successful transition, supporting a family through retirement planning, or assisting the next generation in stewarding family wealth, Don and his team are committed to providing clarity, confidence, and guidance every step of the way.
Outside of the office, Don enjoys spending time with his family, hunting with his Labrador Retriever, Luna, golfing, boating, and traveling.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Don Adams is a seasoned wealth management professional who helps business owners, retirees, and multigenerational families make informed financial decisions through life's most significant transitions. With more than 36 years of experience, he has guided individuals, families, corporations, and nonprofit organizations in preparing for retirement, navigating business succession and ownership transitions, preserving wealth, and building strategies designed to support their long-term goals and values.
As a Certified Financial Planner™ professional, Chartered Retirement Planning Counselor™ professional, and Portfolio Manager, Don combines comprehensive financial planning with disciplined investment management and ongoing strategic guidance. He works closely with clients to evaluate opportunities, address complex financial challenges, and maintain focus on the objectives that matter most to them and their families.
Don leads the Adams Group in serving business owners, retired executives, and families who value a long-term advisory relationship built on trust, collaboration, and personalized service. Whether helping a business owner prepare for a successful transition, supporting a family through retirement planning, or assisting the next generation in stewarding family wealth, Don and his team are committed to providing clarity, confidence, and guidance every step of the way.
Outside of the office, Don enjoys spending time with his family, hunting with his Labrador Retriever, Luna, golfing, boating, and traveling.
Credentials
Senior Registered Client Associate
Karen, an extremely experienced financial services professional, is responsible for delivering proactive, customized, client-centered service that encompasses all aspects of the client experience.
Karen began her career in 1979 with PaineWebber/UBS and worked there for over 30 years before transitioning to Merrill Lynch in 2009. She holds both a Series 7 and Series 63 license.
Karen is a lifelong Minnesota resident who currently lives in Burnsville, MN with her husband, Jim. She has two grown children who live locally and enjoys her three grandchildren. In her free time, Karen enjoys reading, spending time outdoors, and is an avid Minnesota sports fan.
Senior Registered Client Associate
Karen, an extremely experienced financial services professional, is responsible for delivering proactive, customized, client-centered service that encompasses all aspects of the client experience.
Karen began her career in 1979 with PaineWebber/UBS and worked there for over 30 years before transitioning to Merrill Lynch in 2009. She holds both a Series 7 and Series 63 license.
Karen is a lifelong Minnesota resident who currently lives in Burnsville, MN with her husband, Jim. She has two grown children who live locally and enjoys her three grandchildren. In her free time, Karen enjoys reading, spending time outdoors, and is an avid Minnesota sports fan.
Wealth Strategy Associate
Wealth Strategy Associate
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.
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.
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