Please Welcome Our New Client Services Associate, Austin Tanner!

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 for finance and the wealth management industry. He had the opportunity to engage in many different internships in the industry while earning his undergraduate degree.

When not working, Austin enjoys reading, traveling, playing golf, and going to sporting events. You can typically find him enjoying time with his friends.

Austin looks forward to growing professionally and is now studying to earn his CERTIFIED FINANCIAL PLANNER™ designation.

Please say hello to Austin next time you call or visit the office. He will be working with clients on their daily service and account needs, so please do not hesitate to let him know if there is anything we can do to assist you!

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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