Meet Adam
Adam is a Regional Vice President based in Wilmington, North Carolina. He joined Mercer Advisors in 2023 after serving as Sr. Financial Advisor in the Private Client Group at Empower, Sr. Vice President at Personal Capital, and President at iPlan Investments. He began his career as an Investment Adviser Representative at Langley Federal Credit Union. In his role, he strives to understand prospective clients’ needs and financial pain points to determine if Mercer Advisors is a good fit for them and align them with a hand-picked advisor suited to their situation. Adam is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Consultant®. He earned a BBA degree in economics and finance from Radford University.
His working style
Adam brings a warm, upbeat presence to every client interaction, to help make conversations natural and engaging. He blends insightful discovery with an approachable tone, helping clients feel understood while keeping the experience enjoyable. His style is clear, confident, and purpose‑driven, guiding clients through the buying journey. Above all, Adam creates an environment where prospects feel they’re working with someone who is genuine, skilled, and fun to partner with on their journey.
Adam in real life
What keeps you busy outside of work?
Most of my free time is spent with my wife and two daughters. I enjoy playing pickleball, golf, and being outside enjoying the beautiful weather year-round.
What makes you tick?
I got into financial services in 2007 to help people. I’m passionate about offering the fiduciary component of our business after seeing how the rest of the industry operates.
Any words you try to live by?
The Golden Rule: Do unto others as you would have them do unto you.
Meet Adam’s Teammates
Grant Wilson
Manager, Wealth Strategist
What Adam Says
Grant helps me turn strategy into action. The illustrations and analysis he provides helps allow clients to make clear decisions.
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