Adam Wood – Merrill Lynch Wealth Management

Adam Wood – Merrill Lynch Wealth Management

Adam is a planning-focused advisor who is devoted to guiding affluent entrepreneurs, business founders, and executives through key financial decisions – for themselves and the people they love.

Leveraging his own knowledge and the extensive research and resources of Merrill and the banking convenience of Bank of America, he is able to help clients save the time and cost of managing multiple advisory relationships, while helping them understand the value of structuring wealth as essential in achieving their goals for financial, business, philanthropy and inter-generational wealth.

50 Route 111
Suite 100
Mail Code: NY3-111-01-00
Smithtown, NY 11787
ZIP Code