Needham, MA

Adam Willis

Associate Wealth Advisor

140 Kendrick St, Building B, 3rd Floor
Needham, MA 02494

adam.willis@focuspartners.com

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Professional Certifications

Series 65 license

About Adam

Adam focuses his practice on investment management, financial counseling, and tax planning.

Education and Professional Milestones

- University of Massachusetts-Amherst – bachelor’s degree in resource economics
- Has also held roles as a registered investment advisor and broker-dealer specializing in portfolio management and alternative investment 