Adam Bowers, CFP®

Associate Wealth Advisor

Boston, MA
Adam Bowers
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies

Client Specialty

Business Owners

Adam is an Associate Wealth Advisor at The Colony Group. His primary role is to support a team of advisors with all aspects of the client relationship, including financial, investment, and tax planning for high-net-worth individuals, families, and corporate executives.

Prior to joining The Colony Group, Adam worked for Merrill Lynch as a Registered Wealth Management Client Associate. Adam is a CERTIFIED FINANCIAL PLANNER™ professional and graduate of The College of Saint Rose earning a Bachelor of Science in Business Administration concentration in Finance.

As an Avid horse racing fan and owner, Adam enjoys spending time at Saratoga Racetrack during the summer. A New York native, who passionately roots for the New York Yankees, Giants, Rangers, and Knicks.