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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Willis is a registered Investment Advisor Representative with The Colony Group, LLC. Adam Willis is licensed in Massachusetts. Adam Willis has 2 state exams including Series 63 and Series 65. Adam Willis has been in the industry for more than 5 years. Previous employers include GW & Wade Asset Management Company, LLC and AGES Financial Services, LTD. Adam Willis has specialized in the following areas: Retirement Planning, College Savings, Estate Planning, Insurance, and Financial Planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
03/06/2024 - Present
THE Colony Group, LLC (Wellesley MA)
MA
09/12/2022 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
MA
07/26/2019 - 05/31/2022
AGES FINANCIAL SERVICES, LTD. (READING MA)
BC
Issued 08/14/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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