Adam Lord

CFP, Consulting Group, Vice President, Wealth Advisor

Contact Me
Adam Lord

MY MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

My Story and Services

Our Story

Our Wyomissing based team focuses on the multidimensional aspects of a family's financial affairs at a local location with direct access to the award winning global resources of Morgan Stanley.  We help you concentrate on building the life you wish to lead through a goal-based strategy to build a unique, personalized investment plan.

Services Include

  • Wealth Management
  • Estate Planning Strategies
  • Financial Planning
  • Professional Portfolio Management
  • Sustainable Investing
  • 401(k) Rollovers
  • Divorce Financial Analysis
  • Planning for Education Funding
  • Retirement Planning

Securities Agent: AR, CO, DE, FL, MA, MD, MI, MT, NC, NJ, OH, PA, SC, TX, UT, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1275624


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

  • Joined Morgan Stanley in 2000 and completed his Financial Advisor training in 2001. 
  • In 2006, completed his CERTIFIED FINANCIAL PLANNER curriculum and certification.
  • Received Wealth Advisor title in 2009.
  • Certified as Portfolio Manager in 2011.
  • Named Vice President in 2015.

Client Service Team

Client Service Team

Minnie Maurer

Registered Client Service Associate


Jennifer Guthier

Portfolio Associate


Location

Location

  • 1350 Broadcasting Rd Ste 100
  • Wyomissing, PA 19610


    My Family

    My Family

    Adam lives in the Bern Township Area with his wife, Kerry and his 2 children, Macy and Oliver.

    Education

    Education

    • Graduated from Governor Mifflin High School - 1997
    • University of Richmond - BA in Finance and Economics - 2001
    • The American College - CERTIFIED FINANCIAL PLANNER certification - 2006

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Ready to start a conversation? Contact Adam Lord today.

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