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Adam is a Relationship Manager and a member of the firm-wide team providing comprehensive financial planning advice. Adam will work closely with existing clients and prospects of Beacon Trust to deliver high quality wealth management services. Prior to joining the firm, Adam served as a financial advisor at Merrill Lynch delivering holistic financial plans to clients of the Rockefeller Center Office. Adam is experienced in all matters related to overall wealth management, including trust and estate planning, tax management, cash flow analysis, retirement planning, and education planning.
Adam graduated from Lehigh University in 2003, receiving a Bachelor of Science in Finance and continued his education at New York University obtaining his Masters in Sports Business Management in 2006. He holds the CERTIFIED FINANCIAL PLANNER™ designation as well as the CPWA® designation.