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True North Advisors

True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its client live more fulfilled lives.

  • Why True North?
    • OUR PROCESS
    • INVESTMENT MANAGEMENT
    • WEALTH PLANNING
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January 2, 2014 in Client Wealth Management· Who We Are | by Admin

Adam Farris

Adam Farris, Wealth Manager

WEALTH MANAGER

Adam joined True North Advisors in 2019 as an advisor, working to support our clients with wealth advisory and financial planning needs.

Adam is a graduate of The University of Dallas with a Bachelor of Arts in Business and a Master of Science in Accounting. Adam is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant.

Adam previously worked at Merrill Lynch as a Financial Advisor. In his role there, he was responsible for working directly with clients to develop and implement their financial plans. Prior to Merrill Lynch, Adam worked as an auditor at the accounting firm PricewaterhouseCoopers focusing on mutual fund and alternative asset managers.

In his spare time, you can find Adam spending time with his wife & son, watching the Texas Rangers, or out on the golf course.

True North Advisors, LLC is not a CPA firm.

Filed Under: Client Wealth Management, Who We Are

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OUR BLOG

  • My Company Sold For $20 Million, Now What?

  • SECOND QUARTER 2019

  • Planning for a Risk Resistant Retirement

Contact

Phone: 214-360-7300 | Fax: 214-360-7301
Email: info@truenorthadvisors.com

OTHER RESOURCES

Advisor Recruiting
Institutional Services
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Location

True North Advisors, LLC
3131 Turtle Creek Boulevard, Suite 1300
Dallas, Texas 75219

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