Jeri Anne joined Adams Wealth Partners as a Relationship Manager in January 2018. In 2023 she was promoted to Director of Operations. She has over twenty-five years of experience in the financial industry, where most of her time was spent in office management, operations, and customer support with a primary focus on account management, new clients, and prospects.

She leverages a multi-faceted business expertise that includes client onboarding, client resolution, operations, training, and employee management. She also utilizes excellent communication and client relationship management skills to collaborate and deliver strategic solutions tailored to meet client needs.

In addition to her role as Director of Operations she is a member of the Leadership Team where she helps drive growth and leads with a vision for the future. In 2023 Jeri Anne helped spearhead a new program that she’s very passionate about called Women & Wealth. The goal of this program is to educate and empower women to feel more confident when it comes to financial matters.

Outside of the office she supports the Nashville Rescue Mission, an organization for people experiencing homelessness in Nashville. She is also a supporter of the Williamson County Animal Center.

Jeri Anne is also a children’s book author and has had 3 children’s chapter books published. Originally from Huntsville, Alabama, she graduated from the University of Alabama with a bachelor’s degree in communications. In her spare time, she loves to read, shop, travel, and spend time with her husband, 3 children, 3 cats and 1 spoiled rescue dog.