Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Adam is an estate planning attorney by trade and spent nearly ten years running his own successful law firm. During that time, he learned how accomplished individuals think about wealth and make decisions around money, succession planning and leaving a meaningful legacy. 

In 2019, Adam joined Merrill, having recognized the possibilities of providing the type of 360-degree wealth planning assistance he had been offering (now in a financial advisory capacity). Adam does not provide legal advice in his role at Merrill Lynch Wealth Management.

Today, Adam is a planning-focused advisor who is devoted to guiding affluent entrepreneurs, business founders, and executives through key financial decisions – for themselves and the people they love.

Leveraging his own knowledge and the extensive research and resources of Merrill and the banking convenience of Bank of America, he is able to help clients save the time and cost of managing multiple advisory relationships, while helping them understand the value of structuring wealth as essential in achieving their goals for financial, business, philanthropy and intergenerational wealth. 

Sensitive to client needs, especially during difficult times – the loss of a spouse or job, illness, or when transitioning to retirement – Adam encourages clients to call with questions, even if they’re unrelated to financial matters. He finds that removing clients’ emotional burdens is a necessary step in helping them follow a mutually agreed-upon strategy. 

Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center. He earned a Bachelor’s degree from University of Scranton where he also played lacrosse. In addition to making fitness and good nutrition a priority, Adam serves his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, are the proud parents of two daughters and a son.  They reside in Kings Park, New York.

*Any information presented in connection with BofA 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. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Our team is involved with local communities, assisting charitable organizations such as United Veterans Beacon House. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.


    The Touro College Jacob Fuchsberg Law Center

    The University of Scranton

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

Adam G. Wood

Our long-held belief is that planning is a process, not an event, and certainly not a document. Recognizing that clients can make vastly improved decisions in an environment they understand, we educate and encourage their values-based decisions. Everything we do is based on a client’s values, which change far less often than their goals.

Adam G. Wood

We believe in a strong and ongoing emphasis on planning and seek to help clients achieve what dollars and cents alone cannot – the emotional fulfillment of having solidified their wealth.  Our multi-disciplined process lays the foundation for building fundamental pillars of lasting financial stability and "indestructible wealth". By doing our jobs well, we can help clients who work and play hard, rest easily.

Adam G. Wood

We believe our job is not about managing a client’s money. It’s about managing a client’s decisions around money. While the first certainly unlocks value, our ability to successfully help manage and inform people’s financial decisions can unlock multiples of value.  Our investment process is informed by our planning process, and as a result, you can be better positioned to achieve objectives that you deem meaningful – for your family, finances, business and charities. You can be assured that regardless of how we design a portfolio, your “sleep at night” factor is one of our key considerations. We keep things simple, easy to understand, tax efficient and easy to access at a moment's notice.

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.


    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.


      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.

      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.