A founding principal of Meinrod & Leeper Wealth Management, Adam is a CERTIFIED FINANCIAL PLANNER™ professional who, for more than 25 years, has helped families and individuals pursue their retirement and investment goals. Meaningful client relationships are important to Adam, which is why he enjoys his affiliation with Raymond James – a firm that understands, supports and respects the relationships he has with his clients.
Prior to joining Raymond James in 2005, Adam served as a financial advisor at Robert W. Baird and Merrill Lynch. He is a graduate of the United States Naval Academy, where he earned a bachelor's degree in economics. Upon graduating the academy in 1986, Adam continued his military career as a naval aviator flying the F/A-18 Hornet carrying out 29 combat missions during Operation Desert Storm.
An Ohio native, Adam resides in Jacksonville, Florida, with his wife, Annette, and their three sons. Adam is an active volunteer and mentor with the MaliVai Washington Youth Foundation, Lymphoma and Leukemia Society, and Take Stock in Children. With his free time he enjoys tennis, working out, and activities with his sons.
Adam was named to the 2019, 2020 and 2021 edition of the Forbes list of Best in State Wealth Advisors†.
Adam was named to the 2019, 2020 and 2021 Barron’s Top 1,200 Financial Advisors†.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. 2020: 32,000 nominations, more than 4,000 received the award. 2019: 29,334 nominations, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
† Barron’s “Top 1,200 Financial Advisors,” March 2021. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. 2019 and 2020: Rankings are based on data provided by over 5,000 individual advisors.