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Adam Tilley, Financial Advisor

FINANCIAL ADVISOR
Adam J Tilley

CFP®
718 W 16th St, Sedalia, MO 65301opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

About Adam

Since starting as a financial advisor in 2015, I have had a passion for serving my clients' highest financial interests with far-reaching advice. Using an established process, my Branch Office Administrator, Jamie, and I enjoy helping families determine what wealth means in their lives and how they can connect it to their personal goals.

I enjoy taking the time to understand what is important to each unique client and work hard to offer personalized advice. Before investing any money, we begin by understanding and clarifying your expectations and goals. This can involve your CPA, attorney and other professionals to get a...

Work History

  • Edward JonesJune 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Missouri-ColumbiaBachelor of Science

Team Members

  • Robin Kelley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(660) 951-1300

Fax

(888) 834-0674

Office Address

718 W 16th St
Sedalia, MO 65301opens in a new window

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