No matter what surprises life has in store for us or no matter how the market performs, Adam’s goal is to ensure that his clients have as many financial resources and choices as possible. Every client has a unique set of challenges. Adam believes firmly that the structure of assets is more important than chasing rate of return.
Prior to joining Raymond James, Adam played College Basketball at Roanoke College and was a Team Captain for 3years. He also coached College Basketball at The University of Maryland, The College of Charleston and Coastal Carolina University. The opportunity to “Coach” Professionals, Families and Business Owners is what led Adam into the Wealth Management and Financial Planning Industry. Adam is an Accredited Asset Management Specialist; a designation awarded by the College for Financial Planning and will begin his 10th year as a Financial Advisor in July.
Active in his community, Adam is a founding board member of KidzNotes, a nonprofit organization providing Classical Orchestral training to underserved youth in the Wake & Durham County Public Schools, and fundraising chair of the Band Together Capital Campaign. In his free time, Adam enjoys playing golf, fitness, watching college basketball, and spending time with his twin 10 year old daughters, Emily and Olivia.
- 3515 Glenwood Avenue Suite 200 Raleigh, NC 27612-4934
- T: 919.784.8300
- F: 855.824.7380
- TF: 800.688.4380
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