Adam J. White, CFA, is a Senior Financial Advisor and Portfolio Manager in the Flagship Fifth Avenue office of Merrill Lynch Wealth Management. Adam has been in the financial services industry since 2007, and joined Merrill Lynch Wealth Management in 2020. He services high net worth families with a focus on financial professionals, senior executives, and entrepreneurs. Adam’s clients face unique and dynamically changing needs that require a specialized approach to meeting their goals.
Adam is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their goals by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios and third party investment strategies.
Prior to joining Merrill, Adam was part of the Financial Sponsors Group at a large Private Bank which specialized in Wealth Management Services for Private Equity Partners and their firms. Adam holds the Chartered Financial Analyst® designation. He is a graduate of the University of Vermont with a bachelor’s degree in Business Administration. He and his wife, Natalie, live in New York.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
