Territory: IN, KY, MA, ME, NH, Upstate NY, OH, RI, VT, WV
Adam Stojanowski has a distinguished career in wealth management and has been in the business since 2006. He collaborates with experienced advisors to provide strategic advice and planning while also focusing on strengthening client relationships. In prior roles he focused on strengthening client relationships and achieving significant sales targets through innovative investment solutions.
Adam has responsibility for partnering with experienced advisors across the Northern territory to understand their goals for growth and delivering a differentiated client experience.
Interested in learning more about our organization and discovering how we give you the freedom and flexibility to grow your practice and serve your clients, with the operational support and technology of an established firm behind you?
Email for a confidential discussion
My territory: IN, KY, MA, ME, NH, Upstate NY, OH, RI, VT, WV
Jake collaborates closely with the Market Directors in the territory to engage experienced advisors interested in learning more about our supported independence model, while leading and driving sourcing initiatives, answering questions and resolving issues, sharing accountability for success in results and supporting Market Directors in their efforts within the territory.
GE-8781456.1 (02/2026) (Exp. 02/2030)