Adam Etzel
Wealth Advisor | Legal & Tax Background (J.D., LL.M.) | Comprehensive Financial & Estate Planning for Professionals, Physicians & the LGBTQ+ Community | Inclusive, Holistic Guidance
- Role
- Wealth Advisor at Jfs Wealth Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Adam Etzel
I\'m a gay financial advisor. I also know how intimidating it can be to find one…
Experience
Wealth Advisor
Apr 2022 — Present · Philadelphia, PA, US
In my role as a Wealth Advisor at JFS Wealth Advisors, I guide clients towards their financial goals through personalized financial planning and investment management services. I develop strong client relationships, source new business opportunities, and collaborate with a team of professionals to deliver integrated financial solutions.
Education
Robert Morris University
Bachelor of Science (BS), Marketing
2012 — 2016
Elon University School of Law
Juris Doctor, Law
2016
Villanova University Charles Widger School of Law
Master of Laws - LLM, Tax Law/Taxation
2020
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.