Adam began his career with Waddell & Reed in 2005 after completing his degree at the University of Oregon. Adam chose to join Waddell & Reed based upon the firm’s philosophies surrounding wealth management and financial planning. In today’s market environment, Adam believes that diversification and risk management are more important than ever for long term investing strategies.*
As a financial advisor, Adam has learned that the main issue many retirees face at the end of their working years is the question of, “How do I take my life savings and turn it into monthly income?” Everyone knows that they have to save for the future; however, many retirees have trouble devising a plan to efficiently live on their assets. Adam works with clients to create action plans designed to allow a client’s money to last throughout their retirement years.
*Using diversification as part of your investment strategy does not guarantee a profit or protect against a loss.
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