Adam Underwood's Location

Syracuse, NY, US

Adam Underwood's Work

Adam Underwood's Education

  • St. John's University, The Peter J. Tobin College of Business

    2014 - 2018

Adam Underwood's Skills

  • Asset Allocation Strategies
  • Customer Service
  • Retirement Planning Strategies
  • 401k Rollover Strategies
  • Insurance Strategies
  • Investment Services
  • Wealth Management Strategies
  • Financial Management
  • Mutual Funds Strategies
  • Leadership

Adam Underwood's Summary

Adam Underwood, based in Syracuse, NY, US, is currently a Financial Advisor at Rockbridge Investment Management, bringing experience from previous roles at Equitable Advisors. Adam Underwood holds a 2014 - 2018 St. John's University, The Peter J. Tobin College of Business. With a robust skill set that includes Asset Allocation Strategies, Customer Service, Retirement Planning Strategies, 401k Rollover Strategies, Insurance Strategies and more, Adam Underwood contributes valuable insights to the industry. Adam Underwood has 1 email and 1 mobile phone number on RocketReach.
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