Adam joined Thrive Financial Services in May 2024 as a Relationship Advisor. He has over 20 years of experience in the financial planning and services industry. He started his career in 2003 in New York where he developed a passion for building relationships with his clients and empowering them to secure their financial future. In 2011 he joined Merrill which allowed him to use his extensive knowledge and personalized approach to create comprehensive financial strategies tailored to each client’s unique needs. He takes pride in offering advice, guidance and support, to ensure that his clients make informed decisions to grow and protect their wealth.
Adam graduated from The Robert H. Smith School of Business at the University of Maryland with a B.S. in Finance. He currently holds FINRA Series 7, 66, 9 and 10 licenses, as well as a Chartered Retirement Planning Counselor, CRPC® designation.
Adam enjoys volunteering in the community with organizations such as Cradles to Crayons, Philabundance Food Bank and Junior Achievement. He loves spending time outdoors and experiencing new adventures with his fiancé Katlin, and their three kids Ethan, Jonah and Lailie.
Adam joined Thrive Financial Services in May 2024 as a Relationship Advisor. He has over 20 years of experience in the financial planning and services industry. He started his career in 2003 in New York where he developed a passion for building relationships with his clients and empowering them to secure their financial future. In 2011 he joined Merrill which allowed him to use his extensive knowledge and personalized approach to create comprehensive financial strategies tailored to each client’s unique needs. He takes pride in offering advice, guidance and support, to ensure that his clients make informed decisions to grow and protect their wealth.
Adam graduated from The Robert H. Smith School of Business at the University of Maryland with a B.S. in Finance. He currently holds FINRA Series 7, 66, 9 and 10 licenses, as well as a Chartered Retirement Planning Counselor, CRPC® designation.
Adam enjoys volunteering in the community with organizations such as Cradles to Crayons, Philabundance Food Bank and Junior Achievement. He loves spending time outdoors and experiencing new adventures with his fiancé Katlin, and their three kids Ethan, Jonah and Lailie.