Adam Lodge, CFP^®

Designations and licenses

Adam is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

As a senior wealth advisor, Adam’s responsibilities include developing comprehensive wealth solutions for clients. He provides support related to investment research, financial planning and client service to helps clients achieve their long-term objectives.

He joined Adams Hall Wealth Management in 2011, which became part of Mariner in 2012. Prior to that, he worked at New York Life Insurance Co. and NYLIFE Securities, LLC as a financial services professional.

Adam has a bachelor’s degree in management from Oklahoma State University.

Personal interests

Adam is a board member of the Jenks Public Schools Foundation.

Adam’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.