Skip to Main Content
portrait of Adam Windsor
FINANCIAL ADVISOR

Adam Windsor

CFP®, AAMS™, CRPC™
100 Brook Dr Suite E, Helena, AL 35080opens in a new window
CallSend Me a Message

About Adam

I started my practice in the Helena, Alabama, area in 2014 and have been serving individuals, families and businesses ever since. I am humbled and excited to be helping these families and individuals prepare for and provide more reliable income in retirement, funding for college expenses, ways to transfer wealth to their heirs and charitable organizations. While I work well with all serious-minded individual investors, I best serve people who are preparing for retirement and who are already living in retirement. I am an active member of the community, having served as president of the Helena Business Association as well...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJune 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Alabama-TuscaloosaBachelor of Science

Personal Interests

  • Golfing
  • Health & Nutrition
  • Personal Fitness
  • Spending Time with Family
  • Traveling

Team Members

  • Mary Bishop
    Sr. Branch Office Administrator
  • Jo Ann Boutwell
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Phone

(205) 664-2201

Fax

(855) 464-9018

Office Address

100 Brook Dr Suite E
Helena, AL 35080opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More