As a Financial Advisor & CERTIFIED FINANCIAL PLANNER® Practioner, Adam works primarily with, professionals, high-net-worth individuals/families, and small-to-medium size businesses. As a comprehensive planner, Adam helps his clients develop strategies to accumulate, protect, and distribute their retirement savings and wealth.
Prior to Novem Group, Adam was an advisor at AXA Advisors. There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education. Mr. Morgan continues to serve this community today and has an extensive client base in the local schools of the Greater Rochester area.
Before Adam joined the financial services industry, he was a Production Supervisor at a local float glass manufacturer, Guardian Industries, in Geneva NY. His passion for finance and serving others eventually led him to this industry where he found AXA Advisors.
Mr. Morgan is a graduate of Alfred University where he earned his BS in Mechanical Engineering (Cum Laude) and Business Administration (Cum Laude). While attending Alfred University, Adam played soccer for 4 years and earned All-Region Honors. He continues to be involved with the University as a board member of the Alfred University Alumni Council.
Adam resides in Spencerport, New York with his wife Kristi, twins boys Gavin and Noah, and their energetic Australian Shepard, Parker. In his free time he enjoys spending time with family and friends, playing soccer, and being a lifelong learner.
(585) 348-9537 | firstname.lastname@example.org
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