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SALEM FIVE WEALTH ADVISORS - Meet the Team

Adam Smith   

Wealth Representative

Salem Five Wealth Advisor, Adam Smith

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At Salem Five Wealth Advisors

Adam joined Salem Five Wealth Advisors in 2019 and has almost 30 years of financial services experience. Working as a Wealth Representative, Adam manages relationships ranging from established to new clients, developing financial plans geared towards long-term wealth, planning and retirement. Adam sees the personal relationships that he forges with his clients as a major differentiator and a key to his clients’ success and financial well-being.

Before Joining Salem Five Wealth Advisors

Adam worked at TD Ameritrade in sales and service at an investment center and before that, as an institutional client-manager with Fidelity Investments, specializing in long-term, large account relationship management for other financial institutions.

Education

Saint Lawrence University, Bachelor of Arts, English, 1994

Credentials

  • FINRA licenses Series 7 and 66
  • MA Accident & Health, Life; Variable Life and Variable Annuity

Personal

Adam resides in Marblehead with his wife Tracy. In his spare time, he enjoys competing in triathlons, having completed Ironman Lake Placid three times, with multiple half Ironman finishes. Together, they enjoy spending time on the ocean and at a small lake cottage in Maine, along with their dog, Dakota.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value



The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Salem Five Bank provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Salem Five Bank is not a current client of LPL for advisory services.

Please visit: https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

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