Biography of Adam D. Parks
Adam D. Parks is the visionary founder of Trinity Wealth Management Group, established in 2015 to provide a fresh alternative to traditional financial firms. Guided by a fiduciary-first approach, Adam leads a team dedicated to independent, objective, and fee-based financial planning. His partnership with Cambridge Investment Research, a nationally respected broker-dealer, ensures that clients receive advice free from corporate influence, where their best interests always come first.
As an Investment Advisor Representative and Accredited Investment Fiduciary (AIF®), Adam upholds the highest professional standards. He holds Series 7 and Series 66 securities registrations, along with Life and Health Insurance licenses, allowing him to provide clients with a full spectrum of financial solutions. His academic background includes majoring in Economics at Western Illinois University and completing his degree at Judson University, blending his education with years of hands-on industry expertise.
Adam’s dedication to service runs deeper than his financial career. From 1992 to 1998, he proudly served in the United States Army, where he developed leadership, discipline, and a commitment to putting others before himself. These values remain the foundation of his work with clients. Beyond the military, Adam has also contributed to education as an instructor at the University of South Florida (USF), sharing his knowledge with the next generation of professionals.
His professional journey is complemented by years of leadership and community involvement. Adam has held key positions on Executive Boards, including the Naperville, Illinois Chamber of Commerce, and was a lead Ambassador for numerous charitable organizations. As a Paul Harris Rotary member, he was honored as “Rookie Rotarian of the Year” for his outstanding contributions. His reputation as a trusted advisor has been recognized with awards such as “Best Investment Advisor” by Naperville Magazine (2013–2015) and “Best in the Bay” Top 10 Financial Advisors (2021, 2023, 2024, 2025).
Since relocating to Tampa, Florida in 2015, Adam has continued to build strong community ties. He quickly rose to become President of his Business Networking International (BNI) group in Lutz, FL, while also dedicating his time to philanthropic causes, including hosting fundraising events for childhood cancer research. His community leadership reflects his belief that true wealth extends beyond finances—it is also about service, generosity, and relationships.
At Trinity Wealth Management Group, Adam specializes in working with high-net-worth individuals, business owners, and entrepreneurs. His process goes beyond numbers, focusing on forming deep connections with clients and their families. By learning their values and aspirations, he builds comprehensive strategies designed to align wealth with purpose. Whether it’s retirement planning, investment management, or legacy strategies, Adam tailors every plan to reflect what matters most to his clients.
Outside of his professional life, Adam is a devoted husband and father. He and his wife are raising two daughters, both of whom attend the University of Florida—his oldest as a sophomore and his youngest joining in 2025 after graduating high school. Known as the Parks family “four pack,” they enjoy traveling, boating, and exploring Florida’s coastline together.
In his downtime, Adam combines his love of music with his financial expertise, helping musicians plan for their financial futures. This unique passion project highlights his ability to connect personal interests with professional purpose, further setting him apart as an advisor who understands the diverse goals of his clients.
Through his leadership, service, and unwavering fiduciary commitment, Adam Parks has established himself as a trusted name in wealth management. His biography is defined not just by professional accomplishments but also by his dedication to family, community, and living a life of integrity. For Adam, success is not measured solely by financial results, but by the long-term impact he has on the lives of the clients and communities he serves.
🔷 Resident License: Florida 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Retirement Income Planning, Wealth Transfer & Legacy Planning, Indexed Annuities, Fixed Annuities, Securities, Life insurance 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
