Since joining Cape Financial Group in 2020, Adam helps develop retirement & wealth planning strategies based on the needs of each client. He also aides in both investment research and management of Cape Financial Group’s investment portfolios. Adam is passionate about helping others protect and build their wealth because he believes wealth is freedom; and those with freedom can pursue their true life’s purpose.

Adam is a graduate from Northeast Wisconsin Technical College with an Associate’s Degree in Marketing. He has a background in various client relations positions which always involved going above and beyond to ensure his clients’ success. Adam holds the Series 7 and 66 securities licenses and most recently earned the Accredited Asset Management Specialist designation.

Adam and his wife, Ashleigh, have four children, Landon, Maddy, Mason and Lucy, as well as a Brittany Spaniel, Piper. Outside of the office, Adam enjoys spending time with family and friends, playing golf, relaxing outdoors, and cheering on the Packers.

Adam currently serves as Treasurer of the Board of Directors for Freedom House Ministries and is the Chairman of the Finance Committee. Adam is also a member of the Northeast Wisconsin Estate Planning Council. In addition, Adam usually lends a helping hand to his kid’s sports teams by helping coach their teams.

Credentials and Educational Highlights

• Accredited Asset Management Specialist (AAMS®)
• Life, Health, and Annuity insurance licenses
• Series 7 and 66 securities licenses
• Associate’s Degree, Northeast Wisconsin Technical College

920.272.2273
adam.paal@raymondjames.com