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Adam Berlin

President

Adam is the founder and President of Sunwealth Management.

Adam began his professional career in wealth management in 1996 at Morgan Stanley, where he spent three years as a Vice President-Financial Advisor in the Penn Plaza office. He quickly developed his expertise in comprehensive wealth management was recruited to move his practice to the downtown office of UBS.

In 2009, he relocated to Miami Florida and joined Merrill Lynch. Adam served as Vice President-Financial Advisor at Merrill Lynch from 2010-2013 and was recognized as a leader in Wealth Management and named Mortgage Champion, ranking in the top 5% of the firm for mortgage lending.

 

After careful consideration, Adam founded Sunwealth Management to improve his ability to better serve his clients' needs. The new arrangement enables him to deliver unbiased, adept and trustworthy financial advice without the myriad of conflicts that are so common throughout the financial services industry. As an Advisor and an individual, he takes great pride in all his endeavors and approaches his pursuits relentlessly with deep commitment and passion.

Education: BS in Criminal Justice from Rowan University in New Jersey, Successfully completed Wealth Management training programs at the top of his class at Morgan Stanley Dean Witter and Merrill Lynch

Accolades and Skills: National Director Award at Morgan Stanley, President's Club at Merrill Lynch, Mortgage Champion at Merrill Lynch, expertise in fundamental/analytical research and proficient in all financial planning softwares.

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