Adam is a Wealth Advisor who enjoys understanding the stories and aspirations of both individuals and families, and financial planning allows him to use his analytical skills to craft personalized strategies that help families accomplish their financial goals. Between preparing for retirement, managing investments, or planning for major life milestones, he takes pride in each step taken towards helping clients accomplish their goals.
Before joining OneDigital, Adam was a Corporate & Investment Banking Analyst with Regions Bank in Charlotte, primarily working with middle market companies ranging up to $2 billion in revenue. During his time in banking, he developed a deeper understanding of financial markets, analytical experience geared toward managing risk, and the ability to create complex financial models. These skills allow him to provide strategic advice on a personal level and ultimately develop sound financial plans to create positive change in clients’ lives.
Adam currently lives in Charlotte, NC and commutes back and forth to Cary, North Carolina to meet with clients between the two cities. In his free time he enjoys golfing, spending time with his girlfriend, Morgan, and going to sporting events with friends.
