We are very pleased to announce a new addition to our team, Adam Rubin !
Adam comes to us initially as an Administrative Associate, with over 15 years of experience as a business owner and real estate appraiser. He has decided to pivot to an industry where he would have personal contact on a daily basis with his clients and be able to use his financial skills to make a strong positive impact on their lives.
Adam has a B.S. in Business Management and Finance from Towson University in Maryland. He is in the process of becoming a financial advisor and intends to become a CFP® certificant.
He will be working alongside his mother, Marsha Rubin, Financial Advisor and be part of one of the few mother/son teams in the industry.
Welcome to our team Adam and good luck for your future!
As always, if you have any questions, please don’t hesitate to reach out to me or your advisor.