Position:
Associate Wealth Advisor at Private Wealth Management Firm
Location:
Indianapolis, Indiana, United States
Found email addresses for Adam Elder:
Found phones for Adam Elder:
Sep 2024 - Current
Apr 2022 - Aug 2024
Apr 2018 - Mar 2022
Apr 2016 - Mar 2018
Jun 2015 - Mar 2016
Jul 2014 - Jun 2015
Oct 2007 - Jul 2014
Apr 2006 - Oct 2007
Nov 2005 - Apr 2006
Jan 2004 - Dec 2006
Their professional focus is Account Management, Client Relationship Management, and Client Services across 3 core areas.
Adam holds Financial Paraplanner Qualified Professional, Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, and Notary Public certifications.
Master of Business Administration - MBA at Indiana Institute of Technology
Bachelor's degree at Indiana University Bloomington
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