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Adam G Wood

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Profile

Adam is an estate planning attorney by trade and spent nearly ten years running his own successful law firm. During that time, he learned how accomplished individuals think about wealth and make decisions around money, succession planning and leaving a meaningful legacy. 

In 2019, Adam joined Merrill, having recognized the possibilities of providing the type of 360-degree wealth planning assistance he had been offering (now in a financial advisory capacity). Adam does not provide legal advice in his role at Merrill Lynch Wealth Management.

Today, Adam is a planning-focused advisor who is devoted to guiding affluent entrepreneurs, business founders, and executives through key financial decisions – for themselves and the people they love.

Leveraging his own knowledge and the extensive research and resources of Merrill and the banking convenience of Bank of America, he is able to help clients save the time and cost of managing multiple advisory relationships, while helping them understand the value of structuring wealth as essential in achieving their goals for financial, business, philanthropy and intergenerational wealth. 

Sensitive to client needs, especially during difficult times – the loss of a spouse or job, illness, or when transitioning to retirement – Adam encourages clients to call with questions, even if they’re unrelated to financial matters. He finds that removing clients’ emotional burdens is a necessary step in helping them follow a mutually agreed-upon strategy. 

Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center. He earned a Bachelor’s degree from University of Scranton where he also played lacrosse. In addition to making fitness and good nutrition a priority, Adam serves his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, are the proud parents of two daughters and reside in Kings Park, New York.

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

 

Our team is involved with local communities, assisting charitable organizations such as United Veterans Beacon House. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.

  • EDUCATION

    The Touro College Jacob Fuchsberg Law Center

    The University of Scranton

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Adam G. Wood

Our long-held belief is that planning is a process, not an event, and certainly not a document. Recognizing that clients can make vastly improved decisions in an environment they understand, we educate and encourage their values-based decisions. Everything we do is based on a client’s values, which change far less often than their goals.

Adam G. Wood

We believe in a strong and ongoing emphasis on planning and seek to help clients achieve what dollars and cents alone cannot – the emotional fulfillment of having solidified their wealth.  Our multi-disciplined process lays the foundation for building fundamental pillars of lasting financial stability and "indestructible wealth". By doing our jobs well, we can help clients who work and play hard, rest easily.

Adam G. Wood

We believe our job is not about managing a client’s money. It’s about managing a client’s decisions around money. While the first certainly unlocks value, our ability to successfully help manage and inform people’s financial decisions can unlock multiples of value.  Our investment process is informed by our planning process, and as a result, you can be better positioned to achieve objectives that you deem meaningful – for your family, finances, business and charities. You can be assured that regardless of how we design a portfolio, your “sleep at night” factor is one of our key considerations. We keep things simple, easy to understand, tax efficient and easy to access at a moment's notice. 

 

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.