2 days ago
Market Declines in Retirement
What happens if you successfully saved for retirement, but when...
Financial Advisor,
Advice & Wellness
CAPTRUST welcomed Adam to our team in 2013 as an advice and wellness wealth advisor within the firms Institutional Services Group. He specializes in working with retirement plan participants and provides wealth management advice for plan sponsors.
Prior to joining the firm, Adam was a small business banker with Chase Bank. He also worked as a personal banker at Fifth Third Bank. In these roles, Adam proactively developed and maintained relationships with his customers while providing comprehensive financial and growth solutions.
When he’s not helping clients, Adam enjoys watching his four children compete in baseball, softball, and soccer. He is also an avid golfer and squeezes in a round of golf whenever possible. Adam holds a Bachelor of Business Administration degree in finance from the University of Michigan-Flint and a Master of Business Administration degree from Cleary University.
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