Jim Adkins achieves New York Life's top honor.
Strategic Financial Associates, LLC provides personalized, solutions-based approach to meet clients’ financial needs.
NEW YORK, March 26, 2015—New York Life has named Jim Adkins as its 2014 Council President, a once-in-a-career honor bestowed annually on the company’s leading financial advisor. Mr. Adkins earned this honor by ranking as the top advisor among New York Lifes more than 12,000 licensed advisors and agents, while adhering to the highest standards of ethics and professionalism. He has been Council Vice President—the company’s number-two advisor—in two previous years and has ranked among New York Life’s top 50 advisors for nine of his 19 years in this business.
“Jim’s consistently strong performance reflects the trust he has built with his clients,” said Mark Pfaff, co-president of the Insurance and Agency Group, New York Life. “They recognize and value his impressive intellect, his fierce work ethic, and his passion for solving their challenges. We are very proud of Jim and his accomplishments.”
Mr. Adkins is a registered representative* and financial advisor* who employs a dedicated team of more than 25 professionals at the firm he founded, Strategic Financial Associates, LLC. Strategic Financial Associates, LLC, offers financial planning, wealth management and investment advisory services for executives, business owners and affluent individuals and families, with a focus on providing financial expertise to clients who are interested in accumulating wealth and protecting assets while optimally managing income and estate taxes. The firm handles the corporate insurance for more than 400 companies and handles insurance and financial products for thousands of individuals, with a particular focus on small business owners, corporate executives and professionals. While Strategic Financial Associates primarily serves Maryland, Virginia and the District of Columbia, it is licensed to do business in 40 states and serves clients across the country.
Mr. Adkins grew up in the Washington area and currently lives in Vienna, Virginia, with his wife Nancy and their two children, Nicole and Jimmy.
New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States** and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+).*** Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments**** provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as retail mutual funds. Please visit New York Life’s website at www.newyorklife.com for more information.