Adam J. Barker

About Adam J. Barker

Adam began his career in accounting in alternative investments where he balanced, audited, and reviewed multiple investment portfolios. After 4 years in an auditor and accountant role, he wanted a change. While the work was intellectually challenging, he realized his real desire was to work with real individuals pursuing their own financial goals. He transitioned to Merrill Lynch Wealth Management in 2019, where he is a Portfolio Advisor and holds the Accredited Wealth Management Advisor℠ (AWMA™) designation. Adam strives to develop an individualized and custom plan for every client and their family. He is committed to simplifying complex issues facing high net worth individuals and their families, working most effectively with clients oriented on optimizing their balance sheet, goals-based wealth management, tax minimization strategies and risk management. Alleviating client\'s worries and concerns around their finances is Adam\'s number one goal. Integrating children\'s education, retirement lifestyle, estate planning services, and insurance all together to create one cohesive, understandable picture as the basis of financial decision making. With ongoing communication and annual reviews, Adam develops a living document that evolves with families to help them stay on track with their financial objectives. Instead of off-the-rack products, Adam tailors investment strategies to fit each client\'s unique needs and goals.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

1. Financial Advisor

   Merrill Lynch

   Apr 2019 — Present

   My team and I provide access to a full suite of services at Merrill and Bank of America N.A, which includes- Investment Management - Trust and estate planning services - Custom Lending through Bank of America N.A- Concentrated stock strategies, including 10b5-1 sales, 144 reporting, hedging, monetization, and diversification strategies - Insurance including permanent, term, and long term care - Philanthropic services including Foundation Advisory Services, donor advised funds, and charitable planning - Cash management including checking, savings, and credit cards through Bank of America N.A.*AWMA™ and Accredited Wealth Management Advisor℠ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.

Education

• Drexel University

  Bachelor's Degree

  2011 — 2015

Skills

• Microsoft Office
• Microsoft Word
• Microsoft Excel
• Leadership
• Corporate Finance
• Series 63
• Life Insurance
• Powerpoint
• Customer Service
• Legal Assistance
• Analysis
• Finance
• Financial Analysis
• Sales
• Data Analysis
• Management
• Research
• Public Speaking