Financial Advisors
Nat Coats, JD
Financial Advisor
Nat holds a degree in Trust Management and Finance from Campbell University and a Law degree from NC Central. He helps families and small businesses reach their financial goals with investment and wealth management strategies. Nat is a registered representative with Cetera Advisor Networks LLC, holding Series 7 and 66 registrations. He also holds his NC Life and Health insurance licenses.
Daniel J. McEntee
Financial Cosultant
Dan has over 15 years of industry experience in risk management and financial consulting. Dan received his BS in Management, with a concentration in Marketing from UNC-Asheville. He holds his Series 7, 66, NC Life, Health, and P&C insurance licenses.
Financial Consultants
Adams Financial Partners
Lyn Adams Jr., AIF , CFP
President, Registered Principal
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Certified Financial Planner with degrees in Economics and Business Management from North Carolina State University.
Lyn has been a professional financial consultant since 1994 and was recognized with the "40 Under 40″ leadership award by the Triangle Business Journal for his outstanding contributions to his profession and service to the community.
He is a popular speaker and teacher on financial education topics, serves as a mentor partner for families through The Carying Place, a member of New Hope Church, and serves on the Board for Carolina Elite Sports, a local youth outreach and ministry program.
Jason Shore is a Partner of Adams Financial Partners, Inc. and a financial advisor with Cetera Advisor Networks LLC. Having joined our team in 2004, he works with individuals and families developing and implementing personalized investment strategies.
He is a licensed NC Life & Health insurance agent and a registered representative with Cetera Advisor Networks, LLC, holding his Series 7 & 66 registrations.
Justin Groce, CFP
Partner, Registered Principal
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Certified Financial Planner with degrees in Economics and Business Management from UNC Chapel Hill.
Justin is a Partner of Adams Financial Partners, Inc. and a financial advisor with Cetera Advisor Networks LLC. He joined our team in 2001 and has been developing and implementing strategies to help grow and protect his clients’ wealth through personalized financial planning.
Justin holds many securities registrations including Series 7, 24, 63, and 66. He is active in the triangle community with the UNC Educational Foundation and Hope Community Church and resides in Cary with his wife, Melonie and sons, Jackson and Bryson.
Jason Shore
Partner, Financial Advisor
Financial Advisor with degrees in Management and Finance from North Carolina State University.
Brett Campbell, CFP , AIF
Partner, Financial Advisor
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Certified Financial Planner with a degree in Economics from UNC Chapel Hill.
Ann R. Broadway, MSM
Financial Advisor
Ann specializes in social security planning and Social Security. Ann has over 20 years of strategic planning experience with Fortune 500 companies. She earned her Bachelor’s degree from Vanderbilt University and her Master of Science in Management from N. C. State University.
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Larry Carroll, CFP
Investment Management
Larry is a part of Wealth Enhancement Group (formerly Carroll Financial) which currently manages or supervises over $3 billion in advisory and brokerage assets. Carroll Financial has grown into one of the largest independent financial planning and investment management firms in Charlotte and the Southeast. He has served as a strategic partner and investment strategist with Adams Financial since 2001.
Brett Campbell is a Partner of Adams Financial Partners, Inc., and a financial advisor with Cetera Advisor Network LLC. Brett’s goal is to help clients reach their financial goals by providing the highest quality financial advice and asset management services available.
He is a licensed NC Life and Health insurance agent and a registered representative with Cetera Advisor Networks LLC, holding his Series 7 and 66 registrations. He and his wife, Lindsay, and children, Blair, Barrett, Brody & Beau live in Cary, NC.
Certified Financial Planner with a degree in Finance from Michigan State University.
John Adams II, CFP , AIF , CRPC
Partner, Financial Advisor
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John joined Adams Financial in 2010 with previous experience at Ameriprise Financial. He works as a client advisor as well as senior research associate on our investment management team.
He is a licensed NC Life and Health insurance agent and a registered representative with Cetera Advisor Networks LLC, holding his Series 7 and 66 registrations. He and his wife, Nikki, and children, Nathan & Hailey live in Morrisville, NC.