Adaptation Financial Employee Directory

Q: Who are Adaptation Financial key employees?

Some of Adaptation Financial key employees are James Cash , Michael Jewell , Aidan White

Adaptation Financial corporate office is located in 17300 Dallas Pkwy Ste 1000, Dallas, Texas, 75248, United States and has 11-50 employees.

adaptation financial

adaptadvisors.com

associated advisors inc

Adaptation Financial CEO

Alan NiemannFounder & Chief Executive Officer

Phone

See Profile

Key Employees of Adaptation Financial

JC
James Cash
Financial Advisor & Financial Planner
PhoneEmail
MJ
Michael Jewell
Financial Advisor
PhoneEmail
AW
Aidan White
Registered Investment Advisor
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Adaptation Financial Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Adaptation Financial

Hundreds of professionals searching for Adaptation Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CT
Clinton Taylor
Email Direct
Managing Director and Investment Advisor Representative
United States , Texas , Dallas

AN
Alan Niemann
Email Direct
Founder & Chief Executive Officer
United States , Texas , Dallas

MJ
Michael Jewell
Email Direct
Financial Advisor
United States , Texas , Dallas

JJ
Jeremiah James
Email Direct
Private Banker
United States , Texas , Dallas

PS
Pam Sauer
Email Direct
Insurance Professional
United States , Texas , Dallas

AW
Aidan White
Email Direct
Registered Investment Advisor
United States , Texas , Dallas

JC
James Cash
Email Direct
Financial Advisor & Financial Planner
United States , Texas , Dallas

KW
Kathy Winstead
Email Direct
Design Coordinator
United States , Texas , Dallas

ER
Evan Rhodes
Email Direct
Financial Professional
United States , Texas , Dallas

Former Employees at Adaptation Financial

Explore people who held key positions, contributed to Adaptation Financial's success, and advanced their careers.

Tyler Crump

Personal Financial Rep... at Allstate

Worked as Financial Advisor

at Adaptation Financial (2024-2024)

Direct

Krista Paramore

HR Recruiter at DRH Health

Worked as Vice President, Talent Acquisition & Developme...

at Adaptation Financial (2021-2024)

Direct

Mitchell Robinson

Supervision Manager, C... at Mariner

Worked as Director, Compliance

at Adaptation Financial (2021-2024)

Direct

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Executive Assistant To... at Adaptation Financial

Worked as Executive Assistant To Chief Executive Officer

at Adaptation Financial

Direct

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Chief Financial Office... at Westwin Elements

Worked as Chief Financial Officer

at Adaptation Financial (2020-2023)

Direct

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Advisor at Adaptation Financial

Worked as Intern

at Adaptation Financial (2020-2022)

Direct

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Frequently Asked Questions Regarding Adaptation Financial Employees

How many employees does Adaptation Financial have?

Adaptation Financial has 11-50 employees

Who is the CEO of Adaptation Financial?

Adaptation Financial’s CEO is Alan Niemann

Who are Adaptation Financial key employees?

Some of Adaptation Financial key employees are James Cash, Michael Jewell, Aidan White

Where is Adaptation Financial located?

Adaptation Financial’s headquarters are located at 17300 Dallas Pkwy Ste 1000, Dallas, Texas, 75248, United States

How do I contact Adaptation Financial?

Adaptation Financial Contact Info: Phone number: (972) 774-0700 Website: www.adaptadvisors.com

What does Adaptation Financial do?

Adaptation Financial specializes in personalized financial planning, retirement strategies, estate planning, investments, and insurance guidance. The company aims to help clients build, protect, and carry their legacy forward by providing tailored solutions for every stage of their financial journey. With over 30 years of experience, Adaptation Fin... Read More

Is Adaptation Financial a public company?

Adaptation Financial is private company therefore does not currently have an official ticker symbol

See more information about Adaptation Financial Employees