portrait of Al Adan

About Al

In the back corner of the room where I meet with clients, there are two old fishing rods. They're not mine; well, I guess they are now. It's evident they were well loved and well used. They've been in the corner now for almost a decade. I see them every day.

Those fishing rods belonged to a client. His widow gave them to me.

Some years ago, when he got his diagnosis – terminal cancer – he asked to visit with me. We went over his portfolio item by item. He asked good questions, and I was impressed with his attention to...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Amberton UniversityMaster of Science
  • University of Texas-ArlingtonBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Cycling
  • Pets

Team Members

  • Michele Dodge
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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