Empowering you with insights and education.
We believe it’s important that you know what you own and why you own it, so we take whatever time you need to review changes in your plan. We encourage meeting quarterly, but if you’d like more time we’re happy to connect whenever you need us. As a fee-based advisor, we work for you when managing your assets, so you can count on advice and support that's in your best interest.
Adam Moraitis
Investment Advisor
Adam began his career as a Financial Advisor at Merrill Lynch in Mount Laurel, NJ, handling the investment/retirement planning needs for high-net-worth individuals.
Adam later served as a Senior Client Portfolio Manager at Wilmington Trust in Wilmington, DE. He was tasked with the investment management/planning of nearly half a billion in assets, which included a full spectrum of asset classes in Trust and Investment Agency accounts.
Most recently, Adam served as an Investment Advisor at PNC Private Bank in Princeton, NJ, where he managed approximately $400 million in client assets on behalf of successful families, retirees, and entrepreneurs.
Adam graduated with a Bachelor of Science in Finance from Rutgers Business School.
Adam is an active member of AHEPA, a Greek American international organization whose mission is to promote Hellenism, education, philanthropy, civic responsibility, and family and individual excellence. Adam can speak Greek and Spanish fluently.
In his spare time, Adam likes to spend time with his wife and two sons, Georgios and Niko.
