Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 reside in Kings Park, New York.
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
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.