Adam Stanowick

Adam Stanowick is a senior manager of financial planning at Mercer Advisors. He prides himself on creatively navigating cash flows for clients in distinct ways to help a financial plan succeed or improve.

Adam previously worked in investment operations and client service before his current role in financial planning. Prior to joining Mercer Advisors, he worked for a New York-based hedge fund, Trillium Trading, as an equity trader focused on initial public offerings, exchange traded funds, and breaking news.

Adam earned a degree in finance and international business from Pennsylvania State University while competing on the varsity track and field team. He holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER® Professional.

After 10 years in New York City, Adam and his wife desired a lifestyle shift, and relocated to Santa Barbara. In his free time, he enjoys doing projects on his sailboat and is passionate about backpacking. He is trying to train his two little kids to go on longer day trips and hikes – the goal is to do a multi-day trek in a foreign country in a few years.