Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Adam has been with Merrill Lynch in New York City since 1995. In his previous role, Adam was a Director in the Global Banking and Markets division, where he founded and managed the Equity Opportunity Desk on Bank of America’s trading floor. As head of the Opportunity Desk, Adam was responsible for advising money managers, hedge funds, mutual funds, family offices and ultra-high-net worth individuals on all aspects of Merrill Lynch’s investment strategies and equity recommendations.
Adam leverages this experience, along with the powerful combination of Merrill Lynch’s global research, resources and specialists and Bank of America cash management, credit and borrowing capabilities, to help create the best financial strategies to enable clients to achieve their personal and financial goals. When working with high-net-worth individuals, their families and businesses, Adam strives to be a trusted problem solver who works to simplify the complexities in clients’ financial lives, which include, but are not limited to, asset preservation, insurance, tax minimization, financing alternatives, estate planning services, philanthropy and education and retirement funding.
Adam is a lifelong New Yorker who currently lives in Tribeca with his wife, Joselyn, and their daughter, Alexa. He is Chairman Emeritus of the New York Cares Rising Leaders Committee and has volunteered with them for over eighteen years. In addition, Adam is also a member of the Young Professionals Council for the American Red Cross and is also an advisory board member for the Mount Sinai Center for Multicultural and Community Affairs. He is a graduate of Franklin & Marshall College and Horace Mann.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
*BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. MLPF&S is a wholly owned subsidiary of Bank of America Corporation. 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.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Franklin & Marshall College
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 642155
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.