Financial Planning Associate
FINRA Series 7 and 66 securities registrations
Adam joined Pathfinder Wealth Consulting in 2018. As a Financial Planning Associate, he assists Pathfinder's CERTIFIED FINANCIAL PLANNER™ professionals with data gathering, research, account maintenance, and financial plan preparation.
Adam graduated from the University of North Carolina at Wilmington with a bachelor’s in business administration with a focus in finance. During his college career, Adam worked locally as a food and beverage employee at the Country Club of Landfall. His favorite part of working at the country club was building lasting relationships with the club’s members. He also spent two semesters as a fiscal services intern at New Hanover Regional Medical Center. Adam has certifications with Bloomberg Terminal and Envestnet Institute.
Adam was born in Charlotte, North Carolina, but grew up in the Topsail Island and Wilmington areas where he graduated from Topsail High School and developed a love for the ocean. During his high school years, he quickly picked up his favorite hobby: surfing. One of Adam's goals is to travel and surf waves around the world.
Adam has family in Surf City (his dad) and in Charlotte (his mom and older brother), so he gets to enjoy the best of both the coastal and city lifestyles. In his spare times he enjoys visiting family, hanging out at the beach, surfing, golfing, yoga, and spending time with his cat, Sonnie.