Adam Rothstein brings over 15 years of experience in delivering tailored investment strategies and wealth management solutions to a diverse client base. As a Managing Director - Financial Advisor and part of the Portfolio Director Group at RBC Wealth Management, Adam believes that wealth planning is the key to helping clients reach their financial goals.
Adam began his career at J.P. Morgan Securities in New York City, where he developed a strong foundation in customized wealth planning, household asset allocation, and investment advisory. Adam relocated to South Florida for an opportunity with Morgan Stanley. Following his time with Morgan Stanley, Adam continued his career with BBT Securities, which later became Truist.
Adam graduated from the University of Denver with a Bachelor of Science in Business Administration (BSBA) in Finance. He was named to the Forbes Top Next-Gen Wealth Advisors Best-In-State 2024 List.
Outside of his professional life, Adam is an avid outdoor enthusiast who enjoys skiing, hiking, road biking, mountain biking, golf, and tennis. Most of all, he loves spending quality time with his wife, Samantha, and their two daughters, Ryan and Phoebe.
Known for his thoughtful, client-centered approach and deep market insight, he is dedicated to helping clients achieve their long-term goals with confidence and clarity.
Awards:
Forbes Top Next-Gen Wealth Advisors Best-In-State 2024
