Adam Willis

Associate Wealth Advisor

Adam Willis

Investment Strategies
Financial Counseling
Tax Planning

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

Prior to joining the firm, Adam worked for a Registered Investment Advisor and Broker-Dealer specializing in portfolio management and alternative investments.  

  • Investment Adviser Representative (Series 65)
  • BS in Resource Economics from University of Massachusetts Amherst