Terry Lynn Adamson
“My clients trust me with their family’s future. It doesn’t get more personal than that."

Director, Private Client Group, Senior Investment Advisor

A true leader in building a comprehensive financial services business, Terry Lynn’s goal is to create a positive relationship between clients and their money. Whether it's building a business, getting ready for retirement or changing careers, many people have a glimmer of an idea of what they want but aren’t exactly sure how to get there. As a CERTIFIED FINANCIAL PLANNER® with over 25 years of experience, Terry Lynn helps to clarify goals and implement strategies to help create a path forward - for now, and in the future.

Not only is she the heart and soul of the business, she ensures that every person on the team feels valued and understands the company mission – taking care of every client's financial needs so they can get on with life. She believes wholeheartedly in family - so much so that she has three members of her immediate family under the Adamson roof.

Clients come to know her as passionate, dependable and driven. She is a kick-ass golfer, an avid reader, and is learning to play the piano. When she’s not working, she is always up for a hike, spending time with family, or learning something new.

Hidden Talent: Tech-Geek