Ransom Adams, joined U.S. Capital Wealth Advisors (formerly Legacy One Financial Advisors) in 2018, he began his career in financial services almost fifteen years ago and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2006.
In his work with clients, Ransom is dedicated to understanding their needs, goals, and fears, which he believes is essential for creating an effective financial plan in which financial goals and life goals are aligned. He focuses on helping clients with investment allocation, estate planning, retirement planning, minimizing tax liability and the various financial complexities life brings. Ransom works collaboratively with estate planning attorneys and CPAs to ensure that the various efforts are coordinated for clients. Bottom line for Ransom…clients come first and his ultimate message is, “It’s your money and I want you to be happy and comfortable with where it is and what it’s doing.”
Prior to joining Legacy One Financial Advisors, Ransom spent ten years as a Senior Wealth Manager at USAA. He holds a BS in financial planning from Texas Tech University, which offers one of the country's oldest planning programs. Ransom is an Eagle Scout and continues to be involved in scouting, and coaching youth sports. When not working, he enjoys travel and spending time with his wife and two boys.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.