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Adam Willis

Associate Wealth Advisor

Adam Willis

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.

Adam Willis

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 

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