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™ (CFP®) 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, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
 
2013 – 533 Rhode Island wealth managers were considered for the award; 185 (34% of candidates) were named Five Star Wealth Managers.
2014 – 677 Rhode Island wealth managers were considered for the award; 199 (30% of candidates) were named Five Star Wealth Managers.
2015 – 637 Rhode Island wealth managers were considered for the award; 194 (31% of candidates) were named Five Star Wealth Managers.
2016 – 496 Rhode Island wealth managers were considered for the award; 175 (35% of candidates) were named Five Star Wealth Managers.
2017 – 476 Rhode Island wealth managers were considered for the award; 188 (40% of candidates) were named Five Star Wealth Managers.
2018 – 545 Rhode Island wealth managers were considered for the award; 131 (24% of candidates) were named Five Star Wealth Managers.
2019 – 568 Rhode Island wealth managers were considered for the award; 131 (23% of candidates) were named Five Star Wealth Managers.
2020 – 614 Rhode Island wealth managers were considered for the award; 132 (21% of candidates) were named Five Star Wealth Managers.
2021 – 624 Rhode Island wealth managers were considered for the award; 151 (24% of candidates) were named Five Star Wealth Managers.

 
Wells Fargo Advisors is not a legal or tax advisor.