Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Adam Cline is a Wealth Management Advisor with Merrill Lynch Wealth Management in San Francisco. Since beginning his career in financial services in 2009 and joining Merrill in 2010, he has developed expertise in working with affluent clients, including C-suite executives and serial entrepreneurs. Adam focuses on a holistic approach to wealth management, addressing areas such as executive compensation, equity compensation services, liquidity management, personal retirement planning, and retirement income. His strategy involves understanding clients' long-term objectives and proactively mitigating obstacles to help them pursue their financial goals.
Adam holds a Bachelor of Science in Political Economics from the University of California, Berkeley. He maintains securities licenses, including Series 7 and 66 registrations, and has earned the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His approach encompasses wealth enhancement, preservation, and transfer, along with charitable gifting and personalized financial solutions, such as trust and estate planning, life insurance, and business succession advisory.
In addition to his professional work, Adam participates in community service through organizations including GLIDE, Habitat for Humanity, and Sage Project. He enjoys a range of personal interests, such as basketball, camping, golfing, hiking, scuba diving, surfing, swimming, traveling, yoga, and spending time with his family.
Bank Of America, N.A.
2013 - Present (13 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2011 - Present (15 years)
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