- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Wealth Strategist, Adam works with seasoned professionals to meet the planning and financial needs of successful families and institutions.
Experience
Prior to joining The Northern Trust Company in 2014, Adam worked as an analyst for a regional investment firm based in Dallas, Texas.
Community Involvement
Adam and his wife Courtney are active members at Houston’s First Baptist Church, focusing on missions and volunteering. Adam serves on the Finance Committee for Urban Harvest (a 501(c)3 nonprofit organization here in Houston).
Joined Northern Trust
2014
Education
Bachelor of Business Administration in both finance and management from Abilene Christian University.
Credentials
Certified Private Wealth Advisor® (CPWA®).
Houston
Cash Services Available | ATM Available*
1801 Post Oak Boulevard
Suite 500
Houston, Texas 77056
*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.