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Current Position:

Senior Private Wealth Advisor, Owner at Gryphon Wealth

Experience:

25 years

Location:

Metro Jacksonville

How to contact Adam Kirby

Last updated:2024-12-18
emaila****k@gryphon-wealth.com
phone+1-***-***-8559
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Analytics

According to LinkedIn Adam Kirby started working on 2000, then the employee has changed 3 companies and 3 jobs. On average, Adam Kirby works for one company for 6 years 3 months. Adam Kirby has been working as a Senior Private Wealth Advisor, Owner for Gryphon Wealth for 762 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Private Wealth Advisor, Owner at Gryphon Wealth

Jul 2023 - Current

Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors

Oct 2011 - Jul 2023

Financial Advisor at Morgan Keegan & Co.

Feb 2005 - Oct 2011

Manager, Financial Services at Prudential Financial

Aug 2000 - Jan 2005

Education

Bachelor of Science (B.S.) at University of Central Florida

Current Company Information Gryphon Wealth

Name: Gryphon Wealth

Speciality: Comprehensive portfolio management, Public stocks, bonds, funds and ETFs, Private Equity, debt and real estate, Education accounts, including 529s, Retirement accounts, including IRAs, Roths and retirement plans, Charitable gift accounts, including foundations and donor advised funds

Location: Jacksonville, FL, United States

Employees: 10-50

HQ Phone: 904-450-5330

Description: An independent advisory practice with an intelligent and collaborative approach to investing and wealth planning. We aim to create an elevated wealth management experience, so tha...

Skills

Investments, Financial Advisory, 401(k) Planning, Finance, Retirement Plan Consulting, Business Succession Planning, Mutual Funds, Retirement Planning, Stock Analysis, Asset Allocation, Financial Services, Investment Planning, Estate Investment Planning, Business Owner Planning, Fixed Income Strategies, Insurance, Tax-Efficient Strategies, Multi-generational Wealth Planning, Wealth Preservation Planning

Frequently Asked Questions

How long has Adam Kirby been working as a Senior Private Wealth Advisor, Owner?

Adam Kirby's total experience in various companies as a Senior Private Wealth Advisor, Owner 2 years 1 month.

What is Adam Kirby's minimum period of employment in the companies?

Adam Kirby's minimum period of employment in various companies is 4 years 5 months.

What is Adam Kirby's average duration of employment for different companies?

On average, Adam Kirby works for one company for 7 years 7 months

What industries has Adam Kirby worked in?

Adam Kirby works in the Financial Services.

What positions has Adam Kirby held before?

Previously, Adam Kirby worked as a Financial Advisor, Senior Vice President - Investment Officer, and Financial Advisor, and Manager, Financial Services.

How do I contact Adam Kirby?

Adam Kirby's email address is a****k@gryphon-wealth.com, phone number is +1-***-***-8559. Sign up to get contact details.

Who is the President/CEO/Director of the Gryphon Wealth?

The President/CEO/Director of the Gryphon Wealth is Melissa Storch

Who are Adam Kirby's peers at other companies?

Adam Kirby's peers at other companies are Jeffrey Wyatt and Jason Hyrne
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