Adam Katz
Phone: (910) 350-8881

Adam & Beth Katz

Executive Vice President

311 Judges Rd Suite 10-F
Wilmington,NC 28405


Adam Katz planned to use his teaching degree from the University of North Carolina at Greensboro to teach young people in North Carolina. In his mind, that was his calling and he would never make the “big bucks” that others do in the business world. His career path changed when he started hanging around Andy Albright. Katz grew tired of struggling to provide for his family in the manner he wanted to on a modest teaching salary. He felt like his wife, Beth deserved better and he was determined to change his family’s financial outlook. Living debt-free was Katz’s dream and in less than 10 years with NAA, he’s done exactly that. Katz is a veteran of NAA, who was there at the start, but he’s quick to help newcomers in any way possible. His advice to NAA rookies is to keep things as simple as possible. “Follow the system and use our proven success principles,” Katz said. Katz has had his insurance license since 1999. He was one of the original members of NAA. Katz and his wife live with their children in Wilmington, N.C.


Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants.