Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Mariam Adams is a Senior Financial Advisor who leads a wealth management practice at Merrill in New York City. Mariam prioritizes building meaningful relationships with clients first and foremost, while providing top-tier advice and guidance to help people achieve their financial aspirations. As part of her full-service practice, Mariam makes sure the full weight of Merrill Lynch Wealth Management and Bank of America are put to use for the clients she serves.
The majority of the clients she works with are LGBTQ+ families and individuals. She is keenly aware of the financial challenges that disproportionately impact this community and works with her clients to navigate through them, breaking down barriers, both personal and societal, to achieve financial independence. A large part of her practice is dedicated to helping people of all backgrounds navigate through some of life’s biggest transitions. Be it starting a family, divorcing a spouse, changing careers, or managing the care of an elderly parent, Mariam’s goal is to make life easier for clients.
Mariam connects at a deep and personal level with each individual, working together to inspire a rewiring around old thinking patterns and outdated financial decisions while building a new positive relationship with money. By asking the right questions, she discovers the array of choices and opportunities available to clients. She often focuses on the value of investing in oneself and provides her clients with the tools to do so to achieve their financial goals. Mariam often encourages clients to embrace their uniqueness, to be more confident and secure in what they have already achieved, and to build on those successes to help ensure the best financial future.
Mariam is a national media spokesperson at Merrill Lynch Wealth Management on topics related to finance and diversity. And outside of her capacity as a financial professional, Mariam has long been dedicated to serving the LGBTQ+ community in both a personal and professional capacity. She chairs the NYC Chapter of Merrill Lynch’s LGBT National Team and is the line of business leader for Bank of America’s NYC Pride Leadership Council.
Mariam serves as Board Treasurer for the Ali Forney Center, the nation’s largest organization dedicated to homeless LGBTQ youth. She is also on the Board of Advisors for the Gender and Family Project (GFP), which provides gender-inclusive and affirmative training, consultation, and educational resources to gender non-conforming youth and their families.
Prior to joining Merrill in 2014, Mariam began her career as a lobbyist, with a Masters from the University of Pennsylvania, and an undergraduate degree from Northeastern University. Always working at a strategic level, she specialized in securing financial contracts on the state and federal levels. Eventually, she narrowed her focus to investments and finance both domestically and abroad, which led her to Merrill.
Mariam lives in Brooklyn with her wife and two daughters.
Contact Mariam should you seek assistance with:
University of Pennsylvania
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
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.
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