I focus my practice on the financial and investment planning, wealth and risk management needs of individuals, families, and business owners.
Prior to joining Charter Oak, I worked as a wealth director for high-net-worth individuals and families at BNY Mellon Wealth Management in Boston, MA. I earned a designation as an Accredited Wealth Management Advisor (AWMA®) from the College for Financial Planning. I also hold a degree in marketing from Bryant University in Smithfield, RI.
Outside of the office, I enjoy staying active, traveling, and cooking. My fiancée Stephanie and I reside in New Haven, CT.
- Insurance Strategies
- Business Owners
- Risk Management Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Adam’s Licenses and Disclosures