Adam grew up in Jacksonville, the son of a Master Chief in the U.S. Navy and an entrepreneur and real estate agent. He began his career with Merrill Lynch in 2013, specializing in corporate stock options and complex retirement benefit plans, and advanced to managing a practice in one of the firm’s top markets in North America.
Over the past decade, Adam has built a disciplined, client-centered philosophy focused on thoughtful planning and long-term decision making. Grounded in trust, honor, and dedication, he prioritizes a collaborative, education-driven relationship that empowers informed choices. Every recommendation follows a structured process refined through years of working alongside clients. He is your partner focused not only on protecting and creating wealth, but on the purpose behind it.
Adam is married to his wife Jessica, also a Jacksonville native. Together they enjoy animals, adventure, and sharing great meals with even better people. His interests include collecting, sports, fishing, painting, music, and cooking, and he believes there is always something new to learn every single day.