A nationally recognized advisor, Adam first received "On Wall Street" Magazine's 'Top 40 Advisors Under 40' award at age 30. He has been honored in this publication 6 times over the course of his career. "On Wall Street" named Estes #1 on their 2015 list of Top Ten Regional Advisors Under 40. He has been featured in the Wall Street Journal and was named by Barron’s as one of "America's Top 1,000 Financial Advisors" in 2013.
In 2014, Barron's placed Adam on their "Top 1200 Financial Advisors” list. He was named to the Financial Times’ “Top 400 Advisors” group in 2013, 2014, and 2015. Adam is active at the board level in a number of philanthropic organizations.
Adam grew up around the wealth management industry as the son of David Estes, a lifelong Advisor at Baird Bloomington office. Adam began his career with Baird in 1999 as a member of the Estes team and has continued to evolve and expand his practice. He is a graduate of Indiana University and has an MBA from Indiana Wesleyan University.
During his more than 30 years of working in the profession, Adam has developed deep technical skills in financial planning, investment management and working with generational families to help define goals and build customized plans to meet their complex needs.
When not working, Adam can be found spending time with his wife Kari and their four children.
On Wall Street 40 Under 40 award issued annually January through December with rankings based on data as of September 30 through December 31 of the prior year.
On Wall Street Top 10 Regional Advisor Under 40 award issued on June 29, 2015, with ranking based on data as of September 30 through December 31, 2014.
Barron’s America’s Top 1000 Financial Advisors 2013 award issued on February 18, 2013, with rankings based on data as of September 30, 2012.
Barron’s America’s Top 1200 Financial Advisors 2014 award issued on February 24, 2014, with rankings based on data as of September 30, 2013.
Financial Times 400 Top Financial Advisors award issued annually March through April with rankings based on data as of June 30 of the prior year.