Who We Are

Rick Adams

rick@consultingandanalysis.com

Rick earned a Bachelor of Arts degree from the University of North Carolina at Chapel Hill. After graduation, he spent one year studying market economics at Grove City College in Pennsylvania. It was here while learning to apply the principles of macroeconomics to stock analysis that he developed his passion for finance. Throughout his career Rick has continued to hone his skills by taking classes in mathematics, statistics, finance, and accounting. In August 2017, Rick earned his Masters of Finance degree from Northeastern University where he further developed his analytical and financial management skills.

Rick began his career as a financial advisor with Wheat First Securities in 1989 remaining with the firm for twenty-five years. During his time there, the company carried six different brand names, the last being Wells Fargo Advisors. He spent much of his career as a Senior Vice-President, Investment Officer eventually leaving Wells as a Managing Partner. In May 2015, Rick left Wells Fargo Advisors to form Adams Chetwood Wealth Management Group where he continued to develop the firm until 2019. Today, Rick is pursuing his passion of financial analysis by helping businesses understand their finances in order to make them more profitable.

In 1987, Rick married Jane Woodson Adams. The couple have four adult children residing in North Carolina, Colorado, and Louisiana. Rick is committed to helping his community prosper. He serves on the Board of Trustees for Durham Technical Community College and chairs Parents for Educational Freedom in North Carolina. He is also an elder at Restoration Church here in Durham. Rick carries a passion for young people in this area, currently serving on the local board for Young Life. He has also served as a member of the Board of Trustees of Trinity School and the Agapé Corner School, which serves at-risk, inner city youth. For ten years he was on the Board of Directors of Pregnancy Support Services in Durham.