Donovan Adams, CFP®

Managing Principal

Donovan grew up in Atlanta, Georgia near Chastain Park and holds a BA in Economics from Emory University. For over a decade, Donovan has worked to provide outstanding financial service for families around Atlanta.   

During his academic career at Emory, Donovan attained several internships with A.G. Edwards & Sons which later became Wells Fargo Advisors. Donovan has also demonstrated extensive knowledge and skill in analyzing and developing financial strategies for clients by earning his CFP® certification. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most recognized in the financial services industry.

Donovan has worked with many families across multiple generations and has distinct experience developing intergenerational planning strategies. As a result, communicating these strategies with the next generation has become an area of focus.

Away from the office, Donovan volunteers for a few civic organizations around the metro Atlanta area including the Marietta Kiwanis Club. Like most of his family, Donovan loves to travel. He is a devoted husband to his wife Christal and father to his two daughters, Aurora and Alice. Together they live in Sandy Springs and have a puppy named Jett.

Phone 404-998-8441