ADAM W. BOOR, CFP®, MBA
Financial Advisor, RJFS
Account Executive / Manager
Adam has been in the financial industry since 2017 and has experience working with clients of all backgrounds.
After graduating with a Bachelor’s in Business Management from Frostburg State University, Adam began his financial career as a Banker with Citizens Bank. During his time as a Banker, Adam decided to further his education by obtaining a Master’s in Business Administration with a concentration in Finance from Louisiana State University Shreveport. He then went on to pursue a career in private wealth with a private wealth firm at the Royal Bank of Canada. Adam became a CERTIFIED FINANCIAL PLANNER™ professional in 2023, and he is passionate about helping clients achieve their retirement goals.
Adam currently lives in Cary with his wife, Breah and his chihuahua, Taco. During his free time, he enjoys watching the Baltimore Ravens, playing sports, hiking, and mountain biking with his wife.
