Team | Philip Adams
Senior Wealth Advisor
Philip Adams is a Senior Wealth Advisor and financial planner, who focuses on holistic planning for his clients. Phil believes every client has unique financial and life concerns, which deserve personalized analysis and solutions. Phil works with individuals, families, and business owners to help navigate life events, such as retirement and college planning.
Relevant Experience: Phil, a former small business owner, has worked in the Financial industry since 2000. Prior to joining Belpointe, Phil was a Financial Planner with MetLife for 8 years and an Operations Department of a mutual fund company for 5 years.
Education: Phil is a 1982 graduate of Drew University and he holds a B.A. in Botany and Zoology. Phil has passed his NASD Series 7 and Series 66 licenses. He is also licensed to sell life insurance products through Belpointe Insurance.
Personal: Phil lives in Southbury, CT and believes strongly in giving back to his community. He has been a member of Southbury Park and Recreation Commission for 14 years, and has served on several subcommittees, including: Park Development and Management. He served as a youth sports coach for 15 years, is a former assistant coach for Boys JV Lacrosse at Pomperaug High School in Southbury, CT, and was awarded Southbury Soccer Club’s Soccer Coach of the year in 2011. Phil’s coaching, gained Southbury’s youth sports program national recognition, from Positive Coaching Alliance, a national non-profit organization, dedicated to promoting a positive culture in youth sports.
About Wealth Services: Phil Adams provides investment advice and financial planning to clients through Belpointe Asset Management, LLC, and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.
Important Information: This page contains information related to Belpointe’s investment advisory services. Investment advice is offered through Belpointe Asset Management, LLC.