Matt L. Adams

Wealth Advisor, Director

Santa Rosa, CA

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Work Experience

  • Joined MAI in 2024 as a result of the acquisition of Traverso Chambers Private Wealth Management, LLC where he was an Advisor
  • Worked as a financial advisor at Wells Fargo, Bank of America, Merrill Lynch, JP Morgan Chase, and WAMU Investments prior to joining TCM
  • Focuses on investment research and portfolio management
  • Has completed the Uniform CPA Exam (CA license pending)

 

Life Outside of MAI 

  • Lives in Santa Rosa with his wife, 2 boys, and 3 rescue fur babies
  • Enjoys spending holidays and vacationing with his large Sonoma County-based family
  • Hobbies include DIY home improvement, BBQ with friends, snow skiing, and anything water related
  • Active in Springs Hills Community Church and the Redwood Empire Cursillo Community

 

Education

  • Sonoma State University, BS in Accounting

We look forward to learning about your financial goals.

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