Adam has over 30 years of experience in the financial services industry, holding the positions of Financial Advisor, Managing Director, Vice President, First Vice President, and Senior Vice President for major investment firms including: Morgan Stanley Smith Barney, UBS and Wachovia Securities. Through his 25+ years of investment advisory experience, Adam is committed to providing his clients with high quality, personalized service. Adam’s strength is in wealth management planning – developing appropriate retirement planning strategies. He also focuses on working with private company business owners in helping them design exit planning and monetization strategies.
Adam has appeared on NBC Nightly News and Fox On Money, and his articles on investment and financial matters have appeared in the Washington Post, Financial Time. He has conducted over 500 educational seminars for various groups and has worked on over 2000 investment plans during his career.
He has held the certification of Certified Public Accountant (CPA) since 1981 but does not currently act in this capacity and the American Institute of CPA’s (AICPA) Personal Financial Specialist (PFS) certification since 1992. Adam graduated magna cum laude from the University of Maryland with a degree in accounting in 1981. Adam is a past member of the Board of Governors of Opportunity International, which helps entrepreneurs in poverty stricken areas globally. He lives in North Potomac, Maryland with his wife, Julie and daughter, Hayley.