Mariaca Wealth Management welcomes new Wealth Advisor

By: Mariaca Wealth Management, LLC.
 
LAKE WORTH, Fla. - July 25, 2018 - PRLog -- Mariaca Wealth Management, LLC. is excited to announce and welcome our new Wealth Advisor, Adam Wilkins. Adam, who will sit the CFP exam in November, will work closely with clients to create long-term financial plans and build lasting relationships. In addition to advising clients, Adam's responsibilities include rebalancing portfolios, implementing asset allocations, and preparing performance reports and reconciliations.

Originally from Rochester, New York, 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.

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.

About Mariaca Wealth Management, LLC: Mariaca Wealth Management, LLC. is an independent, SEC-registered investment advisor based in Lake Worth, Florida that provides comprehensive wealth management and utilizes a passive, low-cost investment philosophy. Mariaca Wealth Management, LLC. serves individuals and families, as well as retirement plans and endowments.
http://www.mariacawealth.com/

Contact
Mariaca Wealth Management, LLC.
***@mariacawealth.com
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Source:Mariaca Wealth Management, LLC.
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Tags:Wealth Advisor, Cfp, Wealth Management
Industry:Financial
Location:Lake Worth - Florida - United States
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