Please welcome two new team members who recently joined the firm! Nadia and Anthony look forward to meeting all of you, so please take a moment to say hello next time you call.
Client Services Associate Nadia Rullo earned her B.A. from Florida International University, where she majored in Business Administration and Finance.
Nadia was born in Maryland and raised in Miami, Florida. She worked at J.P. Morgan Chase while earning her undergraduate degree and takes pride in providing excellent service to clients.
Nadia volunteered five years at Nicklaus Children’s Hospital, a pediatric hospital in Miami, and was honored by the President for her years of service.
She recently relocated to Boynton Beach with her family. In her free time, she enjoys reading, spending time with her family, and playing with her rescue dachshund Clooney (who is as handsome as George).
Nadia is eager to grow professionally within her new career and expand her expertise. She looks forward to pursuing her goals of international travel, indulging in different cultures, and eating her way across the European continent.
Nadia can be reached at email@example.com.
Associate Client Advisor Anthony LaBrake, CFP® was born and raised in the suburbs of Philadelphia. He attended the University of Miami and graduated with a Bachelor of Arts in economics with minors in business administration and entrepreneurship.
Anthony has always had a strong interest in the financial markets, as well as the global economy. Prior to joining Adam Financial Associates, he spent the start of his career working in the Northeast as a fund analyst and alternative assets analyst at a financial research and data firm, and an investment bank. After relocating to Florida, he spent several years at a full service financial planning firm working as an analyst and financial planning assistant. While there, he passed the CERTIFIED FINANCIAL PLANNER™ exam and became a CFP® certificant.
Anthony spends his time researching and analyzing markets and investment opportunities, with a focus on helping individuals and families build, maintain, and preserve their wealth. He looks forward to meeting and working with his clients at Adam Financial Associates.
When not working, Anthony enjoys playing ice hockey and going to the beach. He also enjoys spending time with his English Bulldog, Ovi, who is named after professional ice hockey player Alex Ovechkin.
Anthony can be reached at firstname.lastname@example.org.
Finally, we would like to extend a fond farewell to Client Advisor Rachael Grattan, who after five years with the firm, moved on to a new opportunity. We know that everyone who worked with Rachael will be sad to see her go. We wish Rachael all the best in her new venture!