Adam Gelcich

Adam Gelcich is a Senior Vice President and Financial Advisor at Morgan Stanley Wealth Management, based in Carlsbad, California.1 Here are some key details about his career and expertise:

Professional Background

Adam Gelcich has 29 years of experience in the wealth management industry.1 His career trajectory includes:

• Started as a sales assistant at Merrill Lynch in New York City in 1995
• Joined JP Morgan Private Bank analyst program in 1996
• Transferred to Los Angeles in 1999, working with JP Morgan and Bear Stearns for 16 years
• Moved to San Diego with Credit Suisse Private Bank in 2014
• Joined Wells Fargo Private Bank
• Became a Senior Vice President at Morgan Stanley in 20201

Expertise and Services

Adam Gelcich offers a range of financial services, including:

• Retirement planning
• Investing
• Family financial planning
• Business planning
• Philanthropy1

He has experience transacting across all asset classes and has worked with clients globally.1

Approach and Process

Gelcich follows a structured approach to wealth management:

1. Discovery Process: Understanding the client's challenges, goals, and aspirations
2. Forming a Strategy: Creating a risk-balanced strategy based on the client's life goals
3. Implementing the Plan: Utilizing Morgan Stanley's resources and extensive research
4. Measuring Success: Regular check-ins to track progress towards goals1

Recent Achievements

Adam Gelcich was recently named to Morgan Stanley's prestigious Master's Club, which recognizes the firm's top-performing Financial Advisors.3

Professional Qualifications

He holds several securities licenses and registrations, including:

• Series 63 and Series 65 examinations
• Registered as an investment advisor in California and potentially other states2

Adam Gelcich is committed to providing white-glove service and building long-term relationships with his clients, focusing on trust, transparency, and integrity in wealth management.1