Through my career experiences as an engineer, global program manager, professor, executive and entrepreneur, I’ve learned that the most fulfilling career is one helping others reach their full potential. The scope and breadth of my background provide core strategic and financial experience that can truly assist both my business and individual clients. 

Why did I transition my career formally in 2005?  Having experienced a close, family death and the subsequent estate issues as well as numerous business ups and downs, I've realized that helping others be financially successful to enable the life they most desire for themselves, their families and their employees is where I can best contribute my skills and experiences.  Once objectives have been achieved, it is just as important to mitigate against risk, plan for negative contingencies and think proactively to help protect one's treasures when storms occur.

My functional experience in financial and investment management, global strategic planning, product development, analytical engineering and problem solving, business development funding, motivational team building, risk analysis, and community leadership gives me a very unique financial and technical foundation as a Wealth Strategist. 

For more information on Ms. Adolph's qualifications, click here »»

TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively.  Before August 2011, clearing services were provided by Sterne Agee, a 110 year old prominent bank and brokerage clearing firm in Alabama.

TradePMR, Inc. (TradePMR) and First Clearing, LLC (First Clearing) signed an agreement under which First Clearing provides clearing and custodial services to TradePMR.

The TradePMR–First Clearing combination linked First Clearing’s commitment to service, comprehensive product platform and large custodial capability — plus its ability to help businesses grow and the strength and stability of its parent company (financial giant Wells Fargo) — to TradePMR’s distinctive approach, which includes a leading-edge advisory workstation specifically designed to meet the needs of independent investment advisors.

For more information about TradePMR, click here »»

 
First Clearing, Member FINRA/SIPC  -- Clearing and Custodial Services

First Clearing, LLC. First Clearing has a long heritage in the full-service brokerage business.  It is also an affiliate of Wells Fargo & Company.

In addition to providing superior trade executions, First Clearing furnishes state-of-the-art tools that open the doors to major financial markets around the world. They also provide a comprehensive array of financial tools, fund, managers, and other types of investments and banking services.