Adam Parks founded Trinity Wealth Management Group in 2015 as an alternative to the ‘big box’ firms of today. A Private Wealth Management Group that focuses on the fiduciary obligation to its clients through independent, objective, fee-based advice. Partnering with Cambridge Investment Research, an award-winning broker dealer, he can offer honest, unbiased advice for the benefit of the client, not the company.
Acting in a fiduciary capacity for his clients, Adam holds himself to a higher standard and acts with the client’s best interest ahead of his own. As an Investment Advisor Representative and Accredited Investment Fiduciary AIF®, Adam holds his Series 7 and Series 66 securities registrations as well as Life and Health Insurance licenses. Adam was an Economics Major at Western Illinois University and graduate of Judson University.
Adam is an instructor at the University of South Florida (USF) and also served in the U.S. Army Reserves for six years from 1992 to 1998.
A familiar position on the many Executive Board of directorships, Adam has held several posts including Naperville, Illinois Chamber of Commerce and was the lead Ambassador for Blessings in a Backpack, a program to end child hunger. A Paul Harris Rotary member, he was voted “Rookie Rotarian of the year 2013”, helped to raise $80,000 for “Soups on”. Before relocating from Illinois to Tampa in 2015, Adam was voted “Best Investment Advisor” by Naperville Magazine in 2013-15. Since then he has been the President of his Business Networking International group in Lutz, FL and continues his philanthropic work through hosting fundraising events for childhood cancer research.
Adam’s focus is to build trusting Client-Advisor relationships by meeting face-to-face with his clients and their families to learn what is important to them, helping them to establish meaningful and specific goals that reflect their values, and then constructing comprehensive financial plans to help them pursue their financial goals.
Adam is married with two daughters and in his free time he enjoys spending time with his family doing what they all love to do; travel, boating and spending time together exploring Florida’s many sights. Adam is a super fan of Caliroots and Reggae music and enjoys combining his passion for retirement planning with his love of the music to help musicians plan for their retirement.