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Adam Stock
Owner, The Next Level Planning Group
Adam Stock is a dedicated financial planning professional with a passion for helping individuals align their financial resources with their values and goals at The Next Level Planning Group.
Adam Stock holds a Master of Science (M.S.) in Personal Financial Planning from the College for Financial Planning, a Bachelor of Arts (B.A.) in Mathematics and Economics from Carleton College, and attended New Trier High School.
With valuable experience as the Founder and Managing Member of The Next Level Planning Group, an Investment Advisor at Merrill Lynch, and a District Manager at Vector Marketing, Adam has honed his expertise in retirement projection, tax calculations, investment proposals, estate planning, income-replacement, and consultation services.
Driven by Abraham Lincoln's quote about the importance of the 'life in your years,' Adam is committed to helping clients lead fulfilling lives by integrating their financial plans with their aspirations.
