Adam Zwemke

Vice President, Wealth Management Advisor
3412 Colton Blvd, Ste 104
Billings MT 59102
(406) 255.5529
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Profile

Prior to joining Merrill Lynch Wealth Management in 2021, Adam began his career working as a Water Resources Engineer for a Civil Engineering consulting firm. He provides goals-based wealth management strategies for individuals, as well as consulting services for corporate retirement plans, corporate funds, foundations, and endowments. Adam holds the CERTIFIED FINANCIAL PLANNER™ certification, Certified Plan Fiduciary Advisor®, CPFA® designation, as well as the Series 7 and Series 66 FINRA registrations. Adam is graduate of Montana State University with a B.S. in Civil Engineering.

Recognition
Forbes "Top Next-Gen Wealth Advisors Best-in-State", 2025
(Published on August 6, 2025. Rankings based on data as of March 31, 2025.)
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Insights
About Merrill

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.

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Adam Zwemke is registered to do business in AL, AZ, CA, CO, FL, GA, HI, ID, MA, MD, MI, MN, MO, MT, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV, WY.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.