It’s Summer! Here’s What Is New At AFA

Please welcome Iris Chapman, our new Director of Client Services

As we kick off the summer season, we are eager to share with clients and friends all the big developments underway at Adam Financial Associates.

First of all, we’re pleased to announce an exciting addition to our team. Iris Chapman just joined our firm as our new Director of Client Services.

Iris has a long history of service focused on trusts, estates, and the needs of high net worth individuals and excels at building lasting relationships with her clients and their families.

She comes with over 20 years of financial experience in Palm Beach County and elsewhere working with leading institutions including BMO Harris Private Bank, Brown Brothers Harriman, Bank One/JP Morgan Chase, and National City Bank/PNC.

Iris was born and raised in Western Michigan and earned her BA in Business Management from Davenport University with a Minor in Accounting.  Iris also graduated from the American Bankers Association with a 4-year degree from Florida Trust School. She became a resident of Florida in 2004 and currently resides in Wellington.

Iris has two children, and one grandchild.  She is also a dog mom to a 4-year-old golden retriever, Bailee.  She loves to cook and enjoys spending time with her family.

We know you’ll enjoy getting to know Iris. All of us on the AFA team look forward to helping you with financial matters, both large and small, and encourage you to contact us whenever we can be of assistance.

On a sad note, please also join with us in saying a fond farewell to Client Advisor and Certified Financial Planner Stephanie Cooper, who has fulfilled a longtime dream by relocating to Denver, Colorado. Many of you have enjoyed working with Stephanie over the past several years. All the best, Stephanie! We’ll miss you!

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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