Mari Baumgarten Adam

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Profile

Mari Baumgarten Adam is the founder of Adam Financial Associates, Inc. which was founded in 1995.
She held the title of President from 2015 to 2019.
Ms. Adam's former jobs include being a Principal at BB&T Asset Management, Inc. and Wachovia Securities LLC, as well as a Foreign Service Officer at the US Department of State (District of Columbia).
Ms. Adam's education includes an MBA from George Washington University and an undergraduate degree from Claremont McKenna College.

Former positions of Mari Baumgarten Adam

Companies	Position	End
Adam Financial Associates, Inc. Adam Financial Associates, Inc. Investment ManagersFinance Adam Financial Associates, Inc. is an investment management firm headquartered in Boca Raton, Florida. The firm was founded by Mari Adam in 1995 and is owned by Mercer Global Advisors, Inc., which is owned by Mercer Adivsors, Inc. They specialize in providing fee-only financial planning and investment management services to individuals, businesses, trusts, retirement plans and fiduciaries.	Founder	01/12/2019
US Department of State (District of columbia)	Corporate Officer/Principal	-
BB&T Asset Management, Inc. BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds.	Corporate Officer/Principal	-
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.	Corporate Officer/Principal	-

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Training of Mari Baumgarten Adam

Claremont McKenna College	Undergraduate Degree
George Washington University	Masters Business Admin

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Linked companies

Private companies	4
Adam Financial Associates, Inc. Adam Financial Associates, Inc. Investment ManagersFinance Adam Financial Associates, Inc. is an investment management firm headquartered in Boca Raton, Florida. The firm was founded by Mari Adam in 1995 and is owned by Mercer Global Advisors, Inc., which is owned by Mercer Adivsors, Inc. They specialize in providing fee-only financial planning and investment management services to individuals, businesses, trusts, retirement plans and fiduciaries.	Finance
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.	Finance
BB&T Asset Management, Inc. BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds.	Finance
US Department of State (District of columbia)	Government

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