Adam's financial services career has spanned over 30 years. He joined Merrill in 2011. His diverse experience affords him an insightful perspective while assisting clients on a broad array of financial matters. He applies his creative financial problem-solving ability to all client relationships. As the group's managing director, Adam guides the team's investment portfolios utilizing the vast resources of Merrill.

Adam is a graduate of the University of Vermont and the Center of Medieval and Renaissance Studies at Oxford University. He completed the management training program at CitiBank upon graduation. His role at CitiBank eventually included managing retail and mortgage branches in Manhattan. He began his career as a financial advisor at Shearson-Lehman Brothers in 1991.  Adam was named to the Barron’s “Top 1,200 Financial Advisors” list in 2021, 2022, and 2023. * (published annually in March. Rankings based on data as of September 30 of prior year) and to the Forbes "Best-in-State Wealth Advisors" list in 2021 & 2022**.  In 2010 and 2011, Barron's named Adam to its prestigious list of Top 1,000 Financial Advisors*** (published annually in February. Rankings based on data as of September 30 of prior year.) Currently, Adam maintains his FINRA Series 4, 7, 24, 31, 53, 63 and 65 registrations.

Adam is active in his community both as a previous board member of a large non-profit organization and as a recreational youth coach. Adam resides in Jupiter, Florida with his wife, Lynn, and has three children. He is an avid skier and tennis player when he is not obsessing over the market's reaction to geo-political events.





*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.  

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

**Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

***Source: The Barron’s “Top 1,000 Financial Advisors: State-by-State” list, published annually in February. Rankings based on data as of September 30 of prior year.

Advisors considered for the “America’s Top 1,000 Financial Advisors: State-by-State” ranking have a minimum of seven years of financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

 

Renée has gained extensive knowledge and experience working in banking and investment services for over 35 years and, in 2016, she joined the Gurien Group at Merrill Lynch Wealth Management.  She has an organized and methodical approach to wealth management planning and simplifies the process for clients to help them achieve their goals.  Renee’s process starts with gathering information, analyzing the client’s financial status and creating a plan, which is reviewed periodically, recommending adjustments as needed.

 

Renée is a graduate of St. Joseph College in West Hartford, Connecticut with a degree in Business Administration.  Her career began in banking and in the mid-1980s she became a financial advisor.  In 1997, Renée assumed the role of President of American Investment Services in New Britain, Connecticut.  After a merger, she joined People’s Financial Advisors as Vice President of Sales.  In 2007, Renée moved to New Jersey to become the President of Affinity Investment Services, Members Alliance Insurance and was also named President of Members Alliance Title Agency in 2009.  

 

Renée enjoys playing golf even in the winter as long as the temperature is above 50 degrees.  Renée resides in Basking Ridge, New Jersey with her significant other, Paul.