Adam D. Parks AIF® (Accredited Investment Fiduciary)
847-917-9954
800-437-7101
Adam@TrinityWmg.com
Adam Parks is the founder of Trinity Wealth Management Group, established in 2015 as an alternative to conventional financial firms. Committed to providing personalized, fiduciary-focused wealth management, Adam leads a team dedicated to delivering independent, objective, and fee-based advice. Partnering with Cambridge Investment Research, an acclaimed broker-dealer, he ensures clients receive honest recommendations prioritizing their interests over corporate gain.
In his role as an Investment Advisor Representative and Accredited Investment Fiduciary AIF®, Adam upholds a higher standard, consistently placing the client's well-being ahead of his own. Holding Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses, he combines academic proficiency—an Economics Major at Western Illinois University and a graduate of Judson University—with comprehensive financial expertise.
Adam's commitment to service extends beyond finance. As a six-year U.S. Army Veteran (1992-1998) and an instructor at the University of South Florida (USF), he exemplifies both leadership and dedication. Adam has played pivotal roles on various Executive Boards, including the Naperville, Illinois Chamber of Commerce, and served as the lead Ambassador for Blessings in a Backpack, an initiative addressing child hunger. A Paul Harris Rotary member, he earned the title of "Rookie Rotarian of the Year 2013".
Previously voted "Best Investment Advisor" by Naperville Magazine (2013-2015) and “Best in the Bay” top 10 Financial Advisors (2021, 2023) Adam has continued his community involvement since relocating to Tampa in 2015. He assumed the role of President in his Business Networking International group in Lutz, FL, and spearheads philanthropic endeavors, hosting fundraising events for childhood cancer research.
Specializing in assisting business owners and entrepreneurs, Adam establishes profound connections with clients and their families. By understanding their values, he helps them set meaningful goals and develops comprehensive financial plans aligned with their objectives.
Outside of his professional endeavors, Adam, a family man married with two daughters, enjoys exploring Florida's attractions with his loved ones. His downtime is spent traveling, boating, and indulging in his passion for Reggae music, which he combines with his retirement planning expertise to assist musicians in preparing for their financial futures. He started “Reggae2Retire” in 2022. Www.Reggae2Retire.com