Adam Bracy serves as Vice President, Investments at SSG Executive Advisory Group of Raymond James, bringing over twenty years of experience in the financial services industry, including tenures at major financial firms.
His primary focus is to act as the principal contact for client relationships, guiding them in realizing their financial aspirations and objectives. By offering services in financial planning, trust and estate planning, investment management, and business succession planning, Adam creates a comprehensive roadmap tailored to each client's needs.
Adam earned his Bachelor of Science degree from Drexel University. He is actively involved in his community, serving on the Board of the YMCA of Burlington and Camden County and participating on the Executive Committee for the Golf Association of Philadelphia (GAP). In his leisure time, he enjoys spending quality moments with his wife and three children, playing golf, cooking, and supporting his beloved Philadelphia sports teams.
Adam's holistic approach to financial advising, combined with his deep-rooted community involvement, underscores his belief in the power of thoughtful planning and meaningful relationships. Whether he is crafting personalized financial strategies or volunteering at a local charity event, Adam is driven by a genuine desire to make a positive impact in the lives of those around him.
Raymond James is not affiliated with the above organizations and/or charitable causes.