As a founding partner of Apex Wealth Management, Adam has more than 25 years of experience in the financial services industry. His passion for finance was sparked as a teenager after the loss of his father at a young age and the realization that inadequate financial guidance eroded a significant portion of his family’s assets. Given this experience, Adam spent his college career learning all that he could about the investment world, vowing to help families manage their savings and achieve their vision for the future.
Adam is a Wealth Advisor and Senior Portfolio Manager, offering comprehensive planning for high net worth families. He focuses on helping clients transition a business, plan for retirement, develop estate strategies or create a legacy through philanthropy services. With a special interest in helping athletes win off the field, Adam provides advice and guidance to help them confidently navigate the road ahead. In all his client interactions, Adam’s chief goal is to build long-lasting relationships so that he and the team are thought of as the most important persons apart from family.
An industry leader, Adam has been recognized by Forbes as a Best-in-State Wealth Advisor, Georgia (2020) and named to Barron’s annual Top 1,000 Teams list (2015-2019). He is also a frequent speaker at financial planning seminars and events around the country on a variety of subjects regarding comprehensive wealth management, building successful teams and retirement planning.
Before joining UBS in 2014, Adam was a Financial Advisor in the Wealth Management division of Morgan Stanley. It was there that he was appointed to the National Retirement Advisors Council and created The Retirement Standard, a client experience based on 10 key elements of planning for a successful retirement. He earned his B.S. in Business Administration from Nyack College and an Executive Planning Certificate from Duke University. In addition, Adam holds the Series 7, 63 and 65 securities licenses, as well as life, health and variable annuity insurance licenses.
Committed to supporting military veterans, Adam volunteers with American Corporate Partners (ACP), where he mentors and offers career guidance to high-ranking military officers planning their transition to the civilian workforce. He is deeply involved in Lighthouse Family Retreat, which helps to strengthen families living through childhood cancer, and Show Hope, a movement to care for orphans around the world.
Adam and his wife, Courtney, live in Johns Creek, GA, with their daughter, Tessa. In his free time, he is an avid golfer and enjoys attending PGA events. He also enjoys travel with his family, especially trips to Disney World.
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, WA, WI, WV