Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Profile

Adam J. White, CFA, is a Senior Financial Advisor and Portfolio Manager in the Flagship Fifth Avenue office of Merrill Lynch Wealth Management. Adam has been in the financial services industry since 2007, and joined Merrill Lynch Wealth Management in 2020. He services high net worth families with a focus on financial professionals, senior executives, and entrepreneurs.  Adam’s clients face unique and dynamically changing needs that require a specialized approach to meeting their goals.

Adam is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their goals by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios and third party investment strategies.

Prior to joining Merrill, Adam was part of the Financial Sponsors Group at a large Private Bank which specialized in Wealth Management Services for Private Equity Partners and their firms. Adam holds the Chartered Financial Analyst designation. He is a graduate of the University of Vermont with a bachelor’s degree in Business Administration. He and his wife, Natalie, live in New York.

    Additional Resources

    The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

    Jarad A Barbera

    Senior Wealth Management Lending Officer

    Bank of America, N.A.

    NMLS #642133

    Eli Poupko

    Wealth Strategist

    Merrill

    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

    Welcome

    Placing the investor at the center of the wealth management process—while maintaining a market focus — is my goal in helping clients through difficult financial transitions and decisions that occur in their lives. I start by getting to know you, your family and financial situation, helping me understand your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, we’ll help you design a customized investment approach, drawing upon the investment insights of Merrill and access to the banking convenience of Bank of America. As your needs or market conditions change, we will meet to track and adjust your approach, as needed.

    Philosophy

    Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

    Capabilities

    We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. I work with you to develop a customized financial approach, drawing on the best thinking of our firm, to help you with your financial future. I will make it clear what you’re paying for and what you’re getting. As your life needs and market conditions change, we can meet to help make sure you’re on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

    Staying on Track

    We understand that both your life and the financial markets can change over time. By 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.



    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.



      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.

      #DigitalMerrill

      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.


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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.



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        Transcript of Video 

        No question too big or moment too small

        For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

        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.