Focus

Adam works with a select group of clients who value investment planning as the key driver of investment decisions. Whether the desired outcome is building wealth, retirement income, or providing a legacy for future generations, Adam seeks to design plans with the right balance of risk and return that help bring confidence to his clients. In conjunction with his investment planning work he’s also responsible for the creation and oversight of the team’s discretionary investment portfolios.

Experience

Adam has been passionate about investing since he bought his first stock in the seventh grade.  He followed that passion and graduated cum laude from Quinnipiac University with a B.A. in Finance.

From there he began his career in 2000 as a Financial Advisor with Morgan Stanley. After ten years of building his business and a brief stint as Sales Manager, the team decided to continue their growth at Wells Fargo Advisors. Once settled, Adam worked to broaden his knowledge and deepen his skill set by earning the Certified Financial Planner™ designation marking his proficiency in investment planning, risk management, investing, tax planning, retirement and employee benefits.  As a specially qualified Senior PIM Portfolio Manager, he provides a high level of professional services and personal attention utilizing additional money management tools and resources on behalf of clients to help them meet their financial goals.
 
Adam is an eight-time recipient (years 2013-2021) of the Five Star Wealth Manager Award*, achieved by individuals who provide exceptional service based on research with peers, firms, consumers and regulatory sources.

Away from the Office

A Rhode Island native, Adam resides in Savannah, Georgia, to be closer to extended family. He has clients throughout the country and maintains an office in both locations. His wife, Megan, with their daughters, Olivia and Maeve, and two French bulldogs are very patient with his travel schedule. He and his family return to New England to spend the summer months on Cape Cod. Adam is an avid golfer, pickleball player, and overall health nut. He’s still a big fan of his former hometown teams and closely follows the New England Patriots, Boston Celtics and Red Sox.  
 

 
*The Five Star Wealth Manager award was issued on 12/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/21/23. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment advisor or a registered investment adviser representative; 2. Actively licensed as a registered investment advisor or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary clients assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate qualify of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 703 Rhode Island-area wealth managers were considered for this award; 120 (17% of candidates) were named 2024 Five Star Wealth Managers.
Visit www.fivestarprofessional.com

Award issued on 10/1/13 by Five Star Professional (FSP) for the time period 5/6/12 – 9/30/12, 533 Rhode Island wealth managers were considered for the award; 185 (34% of candidates) were named Five Star Wealth Managers.
Award issued on 11/1/14 by Five Star Professional (FSP) for the time period 5/6/13 – 9/30/13, 677 Rhode Island wealth managers were considered for the award; 199 (30% of candidates) were named Five Star Wealth Managers.
Award issued on 12/1/15 by Five Star Professional (FSP) for the time period 5/6/15 – 9/30/15, 637 Rhode Island wealth managers were considered for the award; 194 (31% of candidates) were named Five Star Wealth Managers.
Award issued on 10/1/16 by Five Star Professional (FSP) for the time period 5/16/16 - 10/4/16, 496 Rhode Island wealth managers were considered for the award; 175 (35% of candidates) were named Five Star Wealth Managers.
Award issued on 11/1/16 by Five Star Professional (FSP) for the time period 3/16/16 – 11/1/16, 476 Rhode Island wealth managers were considered for the award; 188 (40% of candidates) were named Five Star Wealth Managers.
Award issued on 11/1/18 by Five Star Professional (FSP) for the time period 3/16/18 – 10/4/18, 545 Rhode Island wealth managers were considered for the award; 131 (24% of candidates) were named Five Star Wealth Managers.
Award issued on 11/1/19 by Five Star Professional (FSP) for the time period 2/25/19 – 10/7/19, 568 Rhode Island wealth managers were considered for the award; 131 (23% of candidates) were named Five Star Wealth Managers.
Award issued on 11/1/20 by Five Star Professional (FSP) for the time period 3/2/10 – 9/25/20, 614 Rhode Island wealth managers were considered for the award; 132 (21% of candidates) were named Five Star Wealth Managers.
Award issued on 11/1/21 by Five Star Professional (FSP) for the time period 2/8/21 – 9/10/21, 624 Rhode Island wealth managers were considered for the award; 151 (24% of candidates) were named Five Star Wealth Managers.
For more information, visit www.fivestarprofessional.com
 
Wells Fargo Advisors is not a legal or tax advisor.