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Adam Searle, CPFA

Adam Searle, CPFA

Senior Financial Advisor, Assistant Vice President

Followers of Adam Searle, CPFA172 followers
location of Adam Searle, CPFAReston, Virginia, United States

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  • Timeline

  • About me

    Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor

  • Education

    • University of Nottingham - UK

      2009 - 2012
      Bachelor's Degree

  • Experience

    • Merrill Lynch Wealth Management

      Jul 2013 - now
      Senior Financial Advisor, Assistant Vice President

  • Licenses & Certifications

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Mar 2020

  • Volunteer Experience

    • Volunteer

      Issued by Vienna Volunteer Fire Department - Firefighter/EMT
      Vienna Volunteer Fire Department - Firefighter/EMTAssociated with Adam Searle, CPFA