Adam Bloom,
CFP® Co-Founder, Bloom Private Wealth Financial Advisor, RJFSWith more than 25 years of experience in financial planning and investment management, Adam has the accumulated knowledge and perspective to help you with your financial goals. Adam understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Adam will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Adam endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.
Based on what he learns about you and your goals and an analysis of the current financial markets, Adam designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, he puts it into action and seeks opportunities to adapt to life changes and new goals.
Adam began his career in financial services in 1999 and previously spent 25 years with Edward Jones. Today, he provides comprehensive financial planning, estate planning, investment and portfolio strategies and more through Raymond James.
A native of Pennsylvania, Adam graduated from Duke University with a degree in economics. He is a 25-year member and past president of the Mooresville Rotary Club. He is also a past board member of the Mooresville Christian Mission. Additionally, Adam is active in his church where he has served in numerous leadership roles at the church and denominational level.
Away from the office, Adam lives in Davidson, NC and enjoys spending time with his wife and keeping up with their five children.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
