Growing up I quickly realized that I have a passion for getting to know people and helping them to the best of my abilities. My early career proved that hospitality and customer service were in my nature. Edward Jones has enabled me to maximize this passion through my clients.
My older brother has been with Edward Jones for 25 years, so I have always understood the culture of Edward Jones as "customer first." Gaining the understanding from my brother about how the financial advisors helped their clients, not only to work toward their financial goals, but also knowing them on a much more personal and social level, is how I came to the realization that this is the best place for me.
I truly enjoy getting to know each person and family, partnering with them and helping them accomplish their goals and realize their dreams. I enjoy building personalized portfolios that meet the needs of each individual, and truly enjoy educating them and making their experience with me interactive and something that they can look forward to and enjoy.
I take pride in being proactive instead of reactive. When times are hard, I reach out to my clients instead of waiting for them to reach out to me. I also strive to be calm and help people understand scenarios or market ups and downs so that they are truly informed.
On a personal level, I am married to my wonderful wife, Sarah, and have a beautiful daughter, Audrey. We enjoy getting outdoors as much as we can. Often times that involves the mountains or forests that we are so fortunate to live so near to. I love hiking and mountain climbing and camping. I am also an active member with Tacoma North Rotary, where I am proud of the many projects both locally and internationally that we help fund and raise money for to help people live better lives.
Office Address3802 N 26th St
Tacoma, WA 98407
Phone NumberAdam Wojtanowicz at (253) 761-2523
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 02:00PM|
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