Adam Gelmon
Vice President, Wealth Manager, and Partner – Valiant Private Wealth at Steward Partners
- Role
- Vice President, Wealth Manager, and Partner at Steward Partners
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Adam Gelmon
My passion working at Steward Partners Global Advisory stems from helping our clients…
Experience
Vice President, Wealth Manager, and Partner
Jul 2019 — Present · Dallas-Fort Worth, TX, 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, 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 website
Education
Northwood University
BBA, Banking and Finance
2008 — 2012
Skills
- Gotomeeting
- Mailchimp
- Social Networking
- Mac Operating System
- Salesforce.com
- Golf
- Bloomberg Terminal
- Finra
- Finra Series 7
- Microsoft Office
- Wufoo
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