Adam has gained broad-based financial services experience during his more than 30+ year career. As a Merrill Wealth Management Advisor, Adam provides clients quality service, employing a goals-based wealth management process that is tailored to each individual investor. Working primarily with affluent individuals, Adam leverages his knowledge of retirement planning and Merrill’s resources to help client navigate the financial landscape.
Prior to joining to Merrill in 2010, Adam was a First Vice President at UBS Financial Services and a First Vice President at Morgan Stanley. Adam earned a bachelor’s degree from the University of Wisconsin and a Master’s degree from Northwestern University.
He has earned the Certified Investment Management Analyst® (CIMA®) professional designation and is also a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
