Adam Waitkevich Email & Phone Number
Certified Financial Planner® @ Concord Wealth Partners
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Adam Waitkevich Location
- Millbury, MA, US
Adam Waitkevich Work
- Certified Financial Planner® @ (January 2021 - Present)
- President - Founder @ (January 2010 - Present)
- President - Founder @ (August 2011 - January 2021)
- CFP®, Financial Advisor @ (October 2007 - February 2010)
- CFP®, Financial Advisor @ (February 2004 - October 2007)
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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