Adam Dunbar

Managing Director @Steward Partners

Portland, ME, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2024 — Present

Managing Director @Steward Partners

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Portland, ME, US

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see \"Disclosures\" page on our

EDUCATION

2000 — 2004

University of Southern Maine - School of Business

Bachelor of Business Administration (BBA)

SKILLS

Asset AllocationMutual FundsStock TradingWealth ManagementBondsRetirement SavingsMunicipal BondsInvestmentsEquity TradingRetirement PlanningStock MarketFinancial ServicesQualified Retirement PlansStock Picking

ABOUT ADAM DUNBAR

Managing Director - Partner - Wealth Manager at Steward Partners

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Adam Dunbar — Managing Director at Steward Partners in Portland, ME, US | Unifers