Adam joined Merrill in 2022 after graduating from the University of Notre Dame with degrees in Finance and Economics. He is passionate about truly getting to know his clients and their families while helping them achieve their financial goals. Excited to launch his career working alongside his father and mentor, Blaine, Adam believes that understanding each client’s unique values, priorities, and life circumstances is the key to crafting personalized financial strategies that work.
Adam is dedicated to building strong, lasting relationships based on trust, transparency, and open communication. He holds the Chartered Retirement Planning Counselor™ CRPC™ designation and focuses on investment management and helping clients confidently navigate their financial futures – all while helping to ensure their financial plans reflect the needs of their loved ones. With fresh enthusiasm and a client-first mindset, Adam is committed to guiding individuals and families on their journey toward financial security and peace of mind.
Adam lives in the Lincoln Park neighborhood of Chicago with his girlfriend and their border collie, Tuxedo. He enjoys spending time with family and friends and is also an avid gymgoer, soccer player, and Chicago/Notre Dame sports fan.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.