James Heavey

Hilary Giles is a Private Wealth Advisor at Merrill Private Wealth Management, leading the Giles Group which serves a select clientele including wealth creators in technology, healthcare, and private equity. Her practice focuses on delivering personalized and collaborative advice tailored to the unique dynamics and priorities of each client relationship. She specializes in investment management, liquidity event planning, cash-flow analysis, and trust and estate planning services, and is experienced in creating values-based portfolio strategies and developing custom philanthropic plans. Ms. Giles has extensive experience advising multi-generational families and guiding clients through pivotal financial events such as business sales, initial public offerings, significant venture distributions, and establishing family philanthropic plans. She holds a B.A. from Georgetown University, where she graduated Phi Beta Kappa and Summa Cum Laude, and an M.B.A. from Columbia University, where she was a Merit Fellow. She also holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Hilary Giles is a member of the Tarratine Club of Islesboro Maine. She resides in Portola Valley, California, with her husband and enjoys basketball, boating, cooking, hiking, reading, and spending time with her family.

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.