Jason Adamic
Advisor at Merrill
Updated today
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About
Jason Adamic is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1995 and joined Merrill Lynch in 1997. Jason and his team develop and implement customized wealth management strategies aimed at addressing the unique needs of the families they serve. He emphasizes a holistic approach to financial planning, focusing on building enduring client relationships and tailoring strategies around clients’ values, needs, and aspirations.
Jason’s expertise includes financial planning, investments, estate planning, wealth transfer strategies, liability management, and risk management. He serves clients in areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and retirement income planning. Throughout his career, he has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Certified 401(k) Professional™ (C(k)P®). He holds a bachelor’s degree in finance from Villanova University.
Outside of his professional work, Jason enjoys spending time with his wife, Laura, and their three children. They live in Jamaica Plain, Massachusetts. His personal interests include traveling, fly fishing, golfing, and exercising.
Expertise
Wealth management
General estate planning guidance
Multi-generational wealth transfer
Retirement income strategy
Life insurance needs analysis
Work history
Bank of America, NA
2009 - Present (17 years)
#Ia Merrill Lynch, Pierce, Fenner & Smit
1997 - Present (29 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1997 - Present (29 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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Andrea C
Series 66
Rockland, ME
Edward Jones
Nancy S
Series 66
Rockland, ME
Schultz Retirement Income Solutions, Inc.
Evelyn B
Series 65
Port Clyde, ME
Marshall Point Advisors LLC
James H
Series 63, Series 65
Rockport, ME
James Heavey Wealth Advisors, LLC
Ryan G
Series 63, Series 66
Rockport, ME
Integral Financial Planners
James L
Series 63, Series 65
Waldoboro, ME
Letteney Financial Advisory, Llc
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