Mac Adams Wealth Advisors, LLC

Mac Adams Wealth Advisors, LLC, led by Jane Z. Mac Adams, was established in 2008. Jane Z. Mac Adams is the President and Investment Advisor Representative (IAR) of the firm. She holds a B.A. from the University of Texas at Dallas and is a Level II candidate in the CFA Program. As the Chief Compliance Officer and Chief Portfolio Management Officer, she oversees all investment representatives, including herself, ensuring compliance with regulations. The firm follows specific portfolio guidelines based on different investment objectives, with a minimum equity percentage ranging from 10% to 40%, depending on the client's goals. Jane Z. Mac Adams does not have any disciplinary events on record. She may engage in investment-related consulting and receive compensation for such services. The firm operates on a fiduciary responsibility basis, monitoring accounts for concentration, buy-and-hold strategies, excessive trading, and management fees. Mac Adams Wealth Advisors uses outside vendors like Morningstar for investment analysis and subscribes to web-based technical analysis programs for decision-making. Clients can contact Jane Z. Mac Adams at 214-273-3630 or [email protected] for more information.