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The Adamic Wolford Group

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Merrill Lynch

The Adamic Wolford Group

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Merrill Lynch
Wealth Management

The Adamic Wolford Group is skilled at handling a wide range of wealth management challenges, because of the training, experience and enthusiasm that each team member brings to the table. Our skills are complementary and collaborative, delivering a foundation of knowledge and insight, and offering what we believe is extraordinary service, designed to make each encounter a positive one.

The Adamic Wolford Group

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Our mission, first and foremost, is to understand you

The Adamic Wolford Group focuses first on understanding client values; second, on helping clients identify and prioritize their most cherished goals; and third, on evolving a series of wealth management strategies thatt place clients squarely at the center of everything we do.


Every member of our group shares a common goal:
to help individuals and families pursue their financial dreams. Our experienced advisors regularly talk with and challenge each other to help shape wealth management recommendations that reflect our combined knowledge and resources. And our client associates are commited to delivering superior service and satisfaction intended to make each contact pleasurable and productive. 

We invite you to see for yourself how our strategic and personal approach to wealth management can help you develop and implement the strategies that can address your unique financial needs. 


We invite accountablility
in every phase of our financial relationship with you. We will contact you to review your progress as market conditions and investment opportunities change. And we will help you measure results agains your goals and make adjustments, as necessary.


"Our holistic approach to wealth management puts clients' needs at the center of everything we do. We believe our role goes beyond investments, giving us a way to help you pursue what is most important to you and your family. "

Jason Adamic, CFP®, C(k)P™, CRPC®
Senior Vice President
Wealth Management Advisor
Portfolio Advisor
Retirement Benefits Consultant

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We believe we can make a difference in your life

Our extensive experience helps us understand the financial pressures you face--not just challenges you're dealing with in the present, but those that may determine your retirement and lifestyle dreams in the future, as well.

It all starts with you. We have clients--in many cases, multi-generational--who have relied on our advice and guidance for years. We feel we are most effective at helping affluent clients to understand the complex financial landscape they may confront during various market cycles, and we take the time to mentor them through the goals-based wealth management process. 

Even though we have assisted clients in similar situations, we realize that your particular circumstances are unique. We probe to gauge what you may think and feel about investing. We get to know you as an individual--perhaps more so than other professionals with whom you work--which offers us additional insight into your decision making and risk/reward profile.


"Our goal is to understand in great detail where your wealth stands today and where you would like it to be tomorrow. "

Kirk J. Wolford, CIMA®
Senior Vice President
Wealth Management Advisor
Senior Portfolio Manager
Global Institutional Consultant

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Your priorities drive our wealth management approach

Goals-based wealth management is a way that we can help you move beyond stocks and bonds indices so you can evaluate portfolio performance and focus on what matters to you on a personal level. In other words, we can offer an investment approach for you that's customized to address your unique set of concerns and goals, such as a child's education, a new home or income in retirement.

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We assist organizations in fulfilling their missions

In addition to working with individuals and families, Jason Adamic and Kirk Wolford have earned the internal designation of Retirement Benefits Consultant, reflecting their deep experience working with corporate retirement plans of all sizes, including plans with assets in excess of $50 million. In addition, Kirk is credentialed as a Global Institutional Consultant within the Merrill Lynch Wealth Management Global Institutional Consulting Group.

Employee retirement programs

Our focus is on understanding and satisfying company and employee needs, and helping organizations design a plan that fits their 401(k) and pension plan objectives. We can also provide access to Bank of America and Merrill Lynch Wealth Management resources for retirement plan design, administrative services and record keeping capabilities designed to help each program to work smoothly. We have the experience and knowledge to assist clients with the intricacies and challenges of running a retirement program and to assist employees with key education and information. 

Capabilities and process
Our team is highly qualified to offer guidance on initiating a new defined contribution plan, implementing changes to an existing plan, or helping you find ways to make a plan more cost effective.

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"Because of our experience with high-net-worth individuals as well as companies, we are keenly aware of which benefits programs may be best suited for specific employees and organizations--including concentrated stock and corporate stock options and strategies."

Kirk J. Wolford, CIMA®
Senior Vice President
Wealth Management Advisor
Senior Portfolio Manager
Global Institutional Consultant

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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 we can help you create a financial approach that reflects your personality. Only then can we 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.


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      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.