Brian Adams

Vice President, Private Banking Services; Client Advisor, RJFS
Office Phone: 804-774-2085

Brian joined Union Wealth Management in 2014.  He has over 2 decades of experience in various financial services disciplines including investment management, private banking services, and financial planning.  Union Wealth Management provides an organization and resources to support Brian’s passion for helping clients reach their financial goals.

Brian graduated magna cum laude from Hampden-Sydney College with a double major in Mathematics and Economics and is a member of Phi Beta Kappa.

In his free time, Brian enjoys spending time with his wife Nora and his two daughters, Olivia and Celia.  His hobbies include tennis and softball.

"I’m driven by connecting with clients in a genuine way to help them achieve their financial goals.  I’m passionate about helping them live the life and retirement they’ve envisioned."

Check the background of this investment professional on FINRA's BrokerCheck.

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Union Bank & Trust, Union Investment Services, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.

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