Adam Stalnaker
Financial Advisor @Rockport Wealth Advisors
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2013 — Present
Financial Advisor @Rockport Wealth Advisors
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Fairview Park, OH, US
Develop financial plans based on each individual client\'s financial goals including wealth planning, insurance, 401k, estate planning, executive bonus incentives as well as long term care * Monitor Market data and economic indicators to adjust client porfolios as needed * Assist Small Businesses in business continuation plans, retirement plans and group heath/life/disability policies
EDUCATION
1997 — 2001
The Ohio State University
BSBA, Accounting & Finance
1997 — 2001
The Ohio State University Fisher College of Business
BSBA, Accounting, Finance
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