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Adam Wood
Financial Advisor
Adam Wood is an experienced estate planning attorney who successfully ran his own law firm for nearly a decade before transitioning to a financial advisory role at Merrill Lynch Wealth Management.
With a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from the University of Scranton, Adam combines legal expertise with financial acumen to guide affluent individuals through key financial decisions.
Adam's commitment to understanding the unique needs of his clients, especially during challenging life transitions, sets him apart as a planning-focused advisor who prioritizes a holistic approach to wealth management.
As Chairman of the Board of Directors of the United Veterans Beacon House and a dedicated advocate for fitness and good nutrition, Adam showcases a well-rounded dedication to both his profession and community.
Living in Kings Park, New York, with his wife and two daughters, Adam values family, community service, and assisting clients in structuring their wealth to achieve their financial, business, philanthropic, and intergenerational goals.
