Adam Underhill, Financial Advisor located in Shorewood, IL

Financial Advisor
Adam Underhill

MBA, CFP®, AAMS®
611 Rollingwood Dr Suite 1, Shorewood, IL 60404opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Charitable Giving
  • NIL & College Athletes
  • Professional Athletes
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Coaching Sports
  • Sports Enthusiast

Team Members

  • Trish Blacklock
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(815) 630-4377

Fax

(888) 644-4206

Office Address

611 Rollingwood Dr Suite 1
Shorewood, IL 60404opens in a new window

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