?Adam joined Morgan Stanley as a Financial Advisor and Financial Planning Specialist after 12 years of leadership, consulting, and sales experience in the technology and software industry. Now, in his role as a financial planning specialist and advisor, his primary focus lies in comprehending his clients’ objectives, both personal and financial, and devising strategies to help them achieve their goals.
Adam works on a team of experienced advisors and Certified Financial Planners (CFPs) that manages over $600 million in assets and is well versed in areas important to high-net-worth individuals including:
- Identifying and implementing tax-efficient strategies to manage executive earnings and/or compensation
- Individualized investment portfolios, bringing industry-leading solutions into your investment portfolio of stocks, bonds, real estate, cash management, etc.
- Comprehensive wealth, financial and retirement plans
- Largest platform of Alternative Investments, from private equity to private real estate and private credit
- Securities-based lending options (keeping your money invested while accessing liquidity for other financing needs, personal bridge loans, real estate purchases, etc.)
- Competitive-rate mortgage loans for clients and children
- High-Yield savings programs on cash deposits through Morgan Stanley's Preferred Savings program
- Work with Certified Financial Planners who are trained in investments, estate planning, tax optimization, risk management, insurance planning, social security maximization and other smart planning strategies
- 401k Rollovers
- Structured Products
- Estate Planning Strategies
- Planning for Education Funding
- Life Insurance