Adams Hall Asset Management Opens Dallas Office
Firm appoints experienced wealth management professional to lead expansion into Texas
TULSA, Okla., March 27, 2012 /PRNewswire/ -- Adams Hall Asset Management – an independent wealth management firm – today announced that it is expanding its wealth advisory service by opening an office in Dallas. The firm has hired Scott Mills, formerly with UBS Wealth Management, to lead the expansion.
"We are confident that the new Dallas office will allow us to better serve the needs of our clients, providing them with the opportunity to meet with our teams when and where they need to," said Jana Shoulders, chief executive officer of Adams Hall. "We have client relationships in the Dallas area and look forward to expanding our footprint by establishing a permanent local presence."
Adams Hall is an independent wealth management firm with significant experience creating custom, holistic wealth planning solutions for a wide range of clients.
As part of the Mariner Wealth Advisors family of companies, Adams Hall's wealth professionals have access to a wide range of innovative tools and resources to help them meet clients' needs. Mariner Wealth Advisors is an independent wealth management firm led by chief executive officer Martin C. Bicknell, who was recognized by Barron's as a Top Ten Independent Wealth Advisor in the United States in 2010 and 2011.
To support the new location, Scott Mills has joined Adams Hall as a senior wealth advisor responsible for providing wealth management services to Dallas-area clients as well as bringing on a team of experienced professionals. In addition to the time he spent at UBS, Scott's professional experience includes wealth management roles at Barclays Wealth and with Credit Suisse First Boston's Private Client Group. He served as a Lieutenant in the U.S. Air Force, and earned an MBA from Southern Methodist University's Cox School of Business and a Bachelor of Arts in Economics from the University of Texas at Austin. Scott is a native Texan who has resided in Dallas for more than thirty years.
"Over the last decade, I've witnessed an evolution in the financial services industry," said Scott Mills. "Clients want holistic wealth planning that is designed to meet their goals, incorporating every aspect of their financial picture. I am excited to be joining Adams Hall, as I believe the firm's focus on maintaining strong, personal relationships and providing an individualized wealth management experience allows me to bring this type of custom, unbiased advice to the Dallas community."
According to Jana Shoulders, "Scott has a diverse background in the financial services industry that spans more than 20 years. His client-first philosophy fits perfectly with our firm's focus. He is a straight talking, no-nonsense entrepreneur and a graduate of the Air Force's Officer Training School who understands the meaning of integrity. That is why I'm confident he is the right person to lead our new Dallas team toward providing the best possible service to our clients."
About Adams Hall Asset Management
Adams Hall offers a wide range of services aimed at producing and preserving financial gains. Adams Hall's experienced wealth professionals focus on building strong, secure client-advisor relationships, using their financial expertise to help their clients achieve financial security. The firm's disciplined investing and comprehensive wealth management services include:
- Family office services
- Financial planning
- Asset allocation
- Fiduciary oversight services
- Cash flow analysis
- Tax-sensitive investing
Visit www.adamshall.com
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent wealth management firm that, together with its affiliates, manages $13 billion in collective assets and employs a staff of more than 300 experienced wealth and investment professionals across the United States. The firm is led by chief executive officer Martin C. Bicknell, who was recognized by Barron's as a Top Ten Independent Wealth Advisor in the United States in 2010 and 2011. Mariner supports Adams Hall with a wide range of industry-leading resources, providing Adams Hall's professionals with the freedom to focus on spending time with their clients, identifying opportunities and delivering innovative solutions to help those clients arrive at their personal financial destinations.
Visit www.marinerwealthadvisors.com
The Barron's recognitions are based upon information compiled using data for Mariner Holdings, a global financial services firm that owns and manages both Mariner Wealth Advisors and its affiliate, Montage Investments, an independent asset management firm.
SOURCE Adams Hall Asset Management
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