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Mike Mac Adams

President at Mac Adams Finacial Group at Mac Adams Financial Group
Intro Book
Seasoned financial planning expert with 24 years of experience in retirement planning and wealth management.
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Location
Dallas, Texas, United States, US
Skills
  • Retirement Planning
  • Estate Planning
  • Financial Planning
  • Wealth
  • Wealth Management
  • Show all
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Bio

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Mike Mac Adams is a seasoned financial planning expert with 24 years of experience in retirement planning, estate planning, and wealth management. He has held leadership positions at Mac Adams Financial Group, AFP Group, and Dallas Financial Group, and has a strong background in public speaking and corporate voluntary employee benefits. He holds a Bachelor's Degree from St. Mark's School of Texas, Wesleyan University, and SMU. With extensive experience in 401k consulting, executive deferred compensation plan design and management, and financial planning, Mike is well-equipped to provide expert guidance to individuals and organizations. His expertise spans public speaking, corporate voluntary employee benefits, and securities offerings through Centaurus Financial.

Experience

  • Mac Adams Financial Group
    • Financial Services
    • 1 - 100 Employee
    • President at Mac Adams Finacial Group
      • May 2000 - Present

    • President
      • May 2000 - Present

      We specialize in 401k Consulting-Plan Analysis and Implementation, Executive Deferred Compensation Plan Design and Management, & Financial Planning Securities Offered through Centaurus Financial, member FINRA/SIPC, Investment advice offered through Mac Adams Wealth Advisors, a registered investment advisor and a separate entity from Centaurus Financial. www.finra.org

  • AFP Group
    • Dallas, Texas
    • Manager-Dallas Office
      • Dec 1995 - May 2000
      • Dallas, Texas

      The AFP Group is a Houston-based Financial Planning firm. I took the position to manage the Dallas office and to improve my skills in financial and retirement planning.

  • Insurance Partners Southwest
    • Dallas, Texas
    • Partner
      • May 1987 - Nov 1995
      • Dallas, Texas

      Estate Planning, Life Insurance Planning, Executive Deferred Compensation, Group Benefits

  • Dallas Financial Group
    • Dallas, Texas
    • Associate
      • May 1981 - 1987
      • Dallas, Texas

      I started my career with the Dallas Financial Group(Moses & Norris).The firm specialized in financial and retirement planning, investments and life insurance

Education

  • St. Mark's School of Texas, Wesleyan University, SMU

Suggested Services

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Industry Focus. “Financial Services”

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