Address
3540 Toringdon Way Suite 200
Charlotte, NC 28277
Todd Adams, MBA, CFP®
Vice President, Bass Financial Strategies, Inc.
Financial Advisor
Office: (336) 282-8780
Email: todd@bassfinancial.com
Todd L. Adams, MBA, CFP® joined Bass Financial in 2005. He is being groomed to eventually take over the practice and is responsible for advising clients and developing financial plans.
Todd earned a Bachelor’s degree in Business Administration in 2000 from North Georgia College and State University. For a short time after graduating from college, he worked as an agent with a major insurance company. This brief, but meaningful experience in his career taught him the importance of being free to give objective, Biblically-based advice to clients by working as an independent advisor.
To pursue this vision, Todd began working in 2001 as Director of Operations for an independent financial advisor’s office in Roswell, GA while attending graduate school. In 2004, he earned an MBA in Personal Financial Planning from Georgia State University, just prior to joining Bass Financial. In 2009, Todd completed the Certified Financial Planner® designation.
Todd and his wife, Beth, have a son named Brent. They attend Shady Grove Wesleyan Church where Todd has served on the Local Board of Administration, the Finance Committee, and the Stephen Ministry. In their spare time, the Adams enjoy hiking and camping as a family.
