Adam Waitkevich Email & Phone Number
Certified Financial Planner® @ Concord Wealth Partners
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Adam Waitkevich Location
- Millbury, MA, US
Adam Waitkevich Work
- 2021 -now Certified Financial Planner® @
- 2010 -now President - Founder @
- 2011 -2021 President - Founder @
- 2007 -2010 CFP®, Financial Advisor @
- 2004 -2007 CFP®, Financial Advisor @
Adam Waitkevich Education
- Clark University
B.S. (Economics)
1999-2003 - Timberlane
Adam Waitkevich Skills
- QDRO Preparation
- QDRO Review
- Divorce Consulting
- Retirement Planning
- Investments
- Financial Planning
- Financial Advisory
- Finance
Adam Waitkevich Summary
- Adam Waitkevich, based in Millbury, MA, US, is currently a Certified Financial Planner® at Concord Wealth Partners. Adam Waitkevich brings experience from previous roles at Clearwater Divorce Advisors, Coppertree®, Morgan Stanley Smith Barney and Smith Barney. Adam Waitkevich holds a 1999 - 2003 B.S. in Economics @ Clark University. With a robust skill set that includes QDRO Preparation, QDRO Review, Divorce Consulting, Retirement Planning, Investments and more. Adam Waitkevich has 2 emails and 2 mobile phone numbers on RocketReach.
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