Originally from Rochester, New York, Adam Wilkins has always known that he wanted to become a financial planner. Adam is a recent graduate of Alfred State College with a BBA in Financial Planning, where he also played on the school's football and soccer teams. Prior to joining the MWM team, Adam worked at the financial planning firm, Nocon & Associates, where he completed an internship and worked part-time while he completed his undergraduate studies.
In addition to advising clients, Adam's responsibilities include rebalancing portfolios, implementing asset allocations, and preparing performance reports and reconciliations. This November, Adam will sit for his CFP exam.
When he’s not at work, Adam enjoys an active lifestyle, whether he’s going to the gym, playing basketball, or playing soccer on the beach. However, like a true academic, Adam is an avid reader. Currently, Adam recommends Mind Gym by Gary Mack.
©2018 Mariaca Wealth Management