Billal Adam, CFP®

Managing Partner,

Billal takes a special interest in comprehensive planning, creating specific customized plans for each client. He is very familiar with all aspects of trust and will requirements embracing the ability to simplify what can be very complicated legal documentation. He also provides compliance oversight in a supervisory capacity for the team. Billal received his Bachelors degrees in Management and Marketing Advertising from Florida Atlantic University and began his career in the financial services industry at Morgan Stanley. He currently lives in Boca Raton, FL and enjoys spending his free time playing golf and scuba-diving.

Phone (954) 541-5154