Adam Persky
- Role
- Financial Advisor at Legacy Private Client Services
- Location
- New Bern, NC, US
- LinkedIn followers
- 500 followers
About Adam Persky
Adam Persky is a New Bern-based Financial Adviser working with successful business…
Experience
Financial Advisor
Legacy Private Client Services
Sep 2020 — Present
I, through my firm, specialize in designing macro plans and providing financial solutions to high net worth individuals, executives, and entrepreneurs. My goal is to both inspire and help our clients to optimize the use and distribution of their total wealth resources - according to their core personal values. Neither Legacy Private Client Services, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Legacy Private Client Services, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Skills
- Fixed Annuities
- Investments
- Securities
- Term Life Insurance
- Retirement Planning
- Sales
- Financial Services
- Wealth Preservation Planning
- 401k Rollovers
- Customer Service
- Retirement
- Finance
- Lutcf
- Iras
- Leadership
- Long Term Care Insurance
- Life Insurance
- Insurance
- Ira Rollovers
- Recruiting
- Financial Planning
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