ABOUT AdamAdam is a senior financial planning analyst with Commerce Trust. He is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Adam develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way.
Prior to joining Commerce Trust in 2019, Adam started his career at Commerce Bank in the Ascend Bank Trainee program in the commercial credit department. He collaborated with commercial relationship managers across Commerce’s footprint to conduct comprehensive financial analysis for commercial loan packets and researched underwriting principles inclusive of loan structure, cash flow, collateral, competition and industry factors.
Adam earned his Bachelor of Business Administration in finance from the University of Missouri and has earned his CERTIFIED FINANCIAL PLANNER™ designation. Adam volunteers his time at Harvesters and City Union Mission.