Adam Lipski
“For a distinguished and demanding clientele, we provide wealth management with the intimate service they’ve come to expect and deserve – from private money management, concentrated stock strategies, and personal credit and business financing, to retirement and education planning, trust and estate planning services, and 401(k) and pension plans.”
Since being invited to join Merrill Lynch Wealth Management in 2011, Adam has provided a distinct measure of attention to a loyal and growing clientele. Recognizing the tireless work ethic that has brought professional and personal rewards to clients, Adam’s dynamic approach to “making things happen” for them is a hallmark of the high level of service his team provides. Today, Adam continues to cultivate relationships with individuals, families and companies that have been referred to him.
Adam is a proud graduate of The Hagan School of Business at Iona College, where he was also an All-American football player. Adam actively serves the communities that mean so much to him – as a member of the Alzheimer Foundation and as a supporter other local initiatives.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
