Adis began his wealth management career in 2012. He specializes in providing personalized advice to help clients meet their unique objectives through a holistic approach that includes financial planning, investment management, tax planning, and estate planning. One of his favorite aspects of Mercer Advisors is being able to work with clients to build a plan for Economic Freedom™ and then seeing it come to fruition when they retire. Adis graduated from the University of Georgia with a degree in financial planning and is a member of the Financial Planning Association of Georgia. He’s also been ranked among the Advisors To Watch in 2022 and 2023 by AdvisorHub. In his free time, Adis enjoys traveling with his wife, cheering on Atlanta’s soccer team, and taking his dog for walks.
Nominees for AdvisorHub 100 Fastest Growing Advisors to Watch and 100 Solo Advisors to Watch will be ranked in three main categories. 1) Scope of practice measured by assets, production and level of service; 2) Growth of practice consisting of year over year growth in assets, households and production; and lastly, 3) Professionalism which includes regulatory record, community service and team diversity. Nominees are required to have a minimum of seven years experience, $100M minimum in assets under management and a clean regulatory record.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.