Adam Figura
Director of Advisor Growth

Adam is the Director of Advisor Growth focusing on the business development, mentorship and coaching of our advisors. Adam collaborates with the advisors’ creating goals, business plans, and key initiatives that need to be accomplished year-in and year-out. He works with advisor teams to help find opportunities in their practice (practice management, staff structure, technology, acquisitions and much more) to help them grow. He collaborates with the partners to oversee daily operations along with relationship management in order to help the organization grow overall.

Years of Experience
13+
Education/Licenses

BBA in Finance from Temple University, Fox School of Business

Series 24, 7, 63, and 6

CRPC® Designation

Community Involvement

My 5-year-old, Jack, plays soccer and Tee Ball for our local association in Frisco and my 3-year-old, James, participates in swim.

1. What does financial confidence mean to you?

Financial confidence to me means you have control over your financial life and have financial independence. You have the ability to rely on yourself to make good financial decisions and live the life of your dreams.

2. What inspires you about the work you do?

I have a passion for this industry. I love working with advisors and helping them grow and be a resource anyway I can. If it is a new advisor in our industry or someone 25+ years’ experience, I love to see how I can be helpful to their practice. In the end, if I know I am helping them, I know they are giving a better experience to their clients and that is what this business is all about!

3. Bucket List Item?

I want to explore throughout Europe - seeing a Tottenham Hotspurs game in London, having my wife and I see Paris together, and going to Germany for Oktoberfest.