Experience Makes all the difference

Adam's primary responsibility is as the financial planner and mutual fund and annuity analyst for the team. He joined UBS in 1999 as a Business Technology Advisor, and was named a Divisional Vice President for the firm in 2003. He also served as the Team Leader nationwide for Technology Sales Integration. In 2004 he joined his father Glenn in Glens Falls UBS office as a junior partner. Adam earned the Certified Financial Planner (CFP) designation in 2008. At 6 years of age Adam was gifted 1 share of Deere stock thus began a lifelong interest in investments and investment performance.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor, Divisional Vice President

Glens Falls, NY

May 2004 - Present

UBS Financial Services Inc.

Senior Business Technology Advisor, Divisional Vice President

Weehawken, NJ

September 1999 - May 2004

Computer Consultant

Owner

Durham, NH

March 1999 - September 1999

NAEVA Geophysics

Geologist

Congers, NY

October 1998 - March 1999

NAEVA Exploration

Exploration Geologist

Charlottesville, VA

May 1998 - October 1998

Accomplishments

  • Divisional Vice President, UBS Financial Services Inc.
  • Technology and Sales Integration Team Leader - Professional Development, UBS Financial Services Inc.
  • Senior Business Technology Advisor - Professional Development, UBS Financial Services Inc.

Education

  • B.A. Geology, Colby College, 1998

Licenses

  • Series 7, General Securities Representative
  • Series 66, Investment Advisor Representative & Uniform Securities State Agent
  • Life and Health Insurance Licensed: NJ, NY, VA, WI
  • NY State Long Term Care Partnership

Personal & Community

  • President - Glenn and Carol Pearsall Adirondack Foundation
  • Operate CBoats.net - the worlds largest online community of whitewater canoe enthusiasts from around the world

Registered States:

AZ, CA, CO, CT, DC, DE, FL, IN, MA, ME, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WY