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Memorial Day 2019

Memorial Day 2019

Our office and the financial markets will be closed on Monday, May 27, 2019 in observance of Memorial Day.

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2019 Barron’s Independent Women Advisors Summit

You can’t really call it a hardship assignment! Last week, Mari got to spend three very enjoyable and productive days hanging out at the Breakers in Palm Beach as part of the Barron’s Independent Women Summit. It’s an annual get-together for preeminent women running independent financial advisory firms, like ours. Yes, we get to meet […]

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Mother's Day 2019

Celebrating Mother’s Day 2019!

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Quote Of The Week: Shattering The Glass Ceiling

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Please Welcome Our New Client Services Associate, Austin Tanner!

Please welcome Austin Tanner to our team! Austin recently joined Adam Financial Associates as Client Services Associate, replacing Nadia Rullo who left the firm to pursue other opportunities. Austin was born and raised in Laurel, Delaware. He attended Florida Atlantic University and graduated with a Bachelor of Business Administration in Finance. Austin has a passion […]

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Congratulations To Scott Weigel On Earning The Financial Paraplanner Qualified Professional (FPQP™) Designation

We’re proud to announce that the College of Financial Planning has granted our colleague Scott Weigel the Financial Paraplanner Qualified Professional™ (FPQP™) designation. Congratulations, Scott! More about Scott Client Services Associate Scott Weigel was born and raised in Boca Raton, Florida. After graduating from St. Andrew’s School where he played water polo, he attended St. Francis College in Brooklyn Heights, […]

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Let The March Madness Begin!

U.S. employers stand to lose about $13.3 billion in productivity during this year’s March Madness basketball tournament, with the average U.S. worker spending 25.5 minutes per work day filling out their brackets, sharing highlights with coworkers, and watching the games. We’re no exception! If you stopped by our office today at lunch, you would have […]

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St. Patrick’s Tip: One Way For Women To Turbo-Charge Their Retirement Income

Last week, I did a talk for a Fort Lauderdale women’s group about how women can control their money rather than letting it control them. I included a totally amazing tip to help women boost their retirement income (so amazing I had to triple-check the numbers myself!). It almost seems too good to be true, […]

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We Love To Work With Women Clients, And It Shows!

We’re thrilled and honored to share that we’ve been singled out to receive the Women’s Choice Award® for the fourth consecutive year, spotlighting our firm’s commitment to women. The Women’s Choice Award® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients. This recognition demonstrates our unwavering […]

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Breaking The Ceiling: Women Financial Advisors Network In Miami

We had a fabulous time last Thursday night down in Miami. Our hostesses Sheetal Brown and Amy Lynch of FIDELITY CLEARING & CUSTODY SOLUTIONS® and Elizabeth Bucklee of Blackrock sponsored their annual women’s financial networking event at the Epic Hotel. This is the fifth consecutive event. Sometimes we see familiar friends and faces joining us […]

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