Meet Adam
Adam is a Financial Planner based in Ann Arbor, Michigan. Adam joined Mercer Advisors in 2026 and previously held positions as Wealth Management Intern at Mercer Advisors and Trust Advisor Intern at Plante Moran. Adam earned a B.A. degree in finance from Michigan State University. Adam’s greatest motivation comes from striving to make a lasting impact in the lives of clients by helping them achieve their financial goals.
His working style
Adam is an analytical, detail-oriented, and driven individual who is committed to achieving positive outcomes for his clients and the team around him. He approaches challenges with curiosity and a desire to continually learn. Adam is dedicated to building strong relationships, providing thoughtful guidance, and serving others with integrity.
Adam in real life
What keeps you busy outside of work?
I enjoy spending time with family and friends and following sports, particularly supporting my favorite soccer club, Chelsea. I also love traveling and exploring new places, experiencing different cultures, and creating lasting memories.
Any words you try to live by?
Live your life like you’re the hero of your own movie.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because of its client-first culture and collaborative team environment, which allows us to make a meaningful impact on clients’ lives.
Meet Adam’s Teammates
Daniel Cook
Manager, Sr. Financial Planner
What Adam Says
Dan is an exceptional mentor whose guidance, support, and ability to explain the “why” behind decisions has helped me approach challenges with greater confidence and a deeper understanding of our work and the value it can provide to clients.
Douglas Watts
Wealth Advisor
What Adam Says
Doug exemplifies a client-first approach, and working alongside him has reinforced the importance of building strong relationships and collaborating as a team to help deliver meaningful outcomes for the families we serve.
Jack McCloskey
Sr. Wealth Advisor
What Adam Says
Jack is a great leader whose guidance, support, and commitment to teamwork have motivated me to grow professionally while contributing to a culture focused on working toward the right outcomes for our clients.
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