I became a financial advisor to help clients establish and achieve their financial goals. Each day, I strive to build relationships with families to create comprehensive strategies for accumulating, distributing and transferring wealth. Durable financial advice requires experience and dedication to understanding what's most important to you today, tomorrow and the years to come.
I grew up in a family of financial advisors. Some of my earliest memories are discussions about investing. I have always had a passion for helping others, and I also developed an interest in finances. Through my grandfather, father and uncle, I saw the positive social and financial impact they were able to have on others' lives and their communities. At 12 years old, I knew I would grow up to be a financial advisor with Edward Jones. That year, I told my grandfather I was going to help him retire someday.
I attended Purdue University's Financial Counseling and Planning Program and graduated in three years. I joined Edward Jones in 2019 and took over my grandfather's practice in Greensburg, IN, fulfilling the promise I had made so many years before. I guess you could say I've always been a long-term planner.
My branch office administrator, Tiffany Bowling, and I are committed to providing our clients with the highest level of individualized service. It all begins with a conversation. Please stop by or give us a call. Let's start working toward achieving your dreams today.
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Savings Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Phone NumberMorgan E Adam at (812) 663-6500
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
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