Adrianna Adams

Head Of Financial Planning at Domain Money

Adrianna Adams is a CERTIFIED FINANCIAL PLANNER™ Professional with extensive experience in financial planning and wealth management. Adrianna is currently the Head of Financial Planning at Domain Money since June 2023. Prior to that, they worked at Morgan Stanley as a Financial Advisor for five years, where they created comprehensive financial plans for clients. Before joining Morgan Stanley, they were a Paraplanner at NCA Financial Planners, where they built and maintained client relationships and presented holistic financial plans. Adrianna also has internship experience at AXA Advisors, LLC and Charles Schwab, where they gained knowledge in financial planning software, portfolio consulting, and building financial plans. In addition, they have previous experience in sales and coaching roles.

Adrianna Adams, CFP®, holds a Bachelor of Business Administration (B.B.A.) degree in Financial Planning from The University of Akron. Adrianna also attended West Virginia State University, but their degree and field of study at that institution are not specified. In terms of certifications, Adrianna obtained the CERTIFIED FINANCIAL PLANNER™ Professional designation from the CFP Board in 2019. Additionally, they achieved the Series 66 certification from FINRA in 2018, followed by the Series 7 certification in 2017.

Links

Previous companies

Morgan Stanley logo
Charles Schwab logo

Timeline

  • Head Of Financial Planning

    June, 2023 - present

  • Certified Financial Planner™ Professional

    February, 2023

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