Philip Adams is a senior wealth advisor and financial planner, who focuses on holistic planning for his clients. Phil believes every client has unique financial and life concerns that deserve personalized analysis and solutions. He works with individuals, families, and business owners to help navigate life events, such as retirement and college planning.
A former small business owner, Phil has worked in the financial industry since 2000. Prior to joining Belpointe, Phil was a Financial Planner with MetLife for eight years and was in the operations department of a mutual fund company for five years. Phil is a 1982 graduate of Drew University and he holds a Bachelor’s degree in Botany and Zoology. He has passed his NASD Series 7 and Series 66 licenses, and is also licensed to sell life insurance products through Belpointe Insurance. Phil lives in Southbury, CT and believes strongly in giving back to his community. He was a member of Southbury Park and Recreation Commission for 19 years and had also served as a youth sports coach for 15 years. His coaching gained national recognition from Positive Coaching Alliance, a national non-profit organization dedicated to promoting a positive culture in youth sports.
About Wealth Services: Phil Adams provides investment advice and financial planning to clients through Belpointe Asset Management, LLC, and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.