Adam began his financial career in 2000 when he moved to Florida from California and began helping financial advisors across the country develop investment plans for their wealthier clients. In 2002, Adam teamed up with a financial advisor to develop and review advanced investment strategies for a special group of clients who were looking for enhanced return without additional risk in their portfolios. In 2004, Adam became one of the youngest CERTIFIED FINANCIAL PLANNER™ Practitioners in the country and opened his own financial advising office in Palm Beach County.
Adam joined Lincoln Financial Advisors in 2013 in order to provide an even higher level of service and support to his clients and CPA partners. By taking the mystery out of complex financial issues, Adam can help you determine the appropriate options and their possible impact.
Adam also offers a no-obligation Fiscal Fitness Checkup. This program looks at all of the pieces of your financial puzzle to see if you are on track toward meeting your goals including:
Disability Income & Long-Term Care Insurance
Estate & Legacy Planning
Tax and Risk Reduction Strategies
Adam is actively involved in various charities and sits on the Board of Directors for a local charter school dedicated to helping at-risk students find and keep jobs. Adam and his wife, Libby, live in West Palm Beach with their 2 big dogs, Doubleday and Kira. Adam and Libby are involved in No Kid Hungry. No Kid Hungry works to ensure that every child in Palm Beach County has access to healthy food where they live, where they learn and where they play. A strong believer in both physical as well as fiscal health, Adam enjoys a variety of activities from scuba diving to hiking to softball. Adam is and always will be a die-hard Los Angeles Dodger fan!
Adam Gellis is securities licensed in CA, FL, MA, MD, NE, NJ, NV, NY, PA, TX, VA