Adam Bowers , CFP®

Adam Bowers is a Principal Wealth Planner in the Boston office of Cerity Partners, where he works closely with individuals and families to build comprehensive financial plans designed to help clients pursue their long-term financial goals and grow and preserve wealth. His work focuses on evaluating investment strategies, optimizing tax efficiency, and helping clients align their financial decisions with their personal goals.

Before joining Cerity Partners, Adam served as an Associate Wealth Advisor at Focus Partners Wealth. In that role, he supported a team of senior advisors by maintaining client relationships and assisting with sophisticated wealth and tax planning strategies for high‑net‑worth individuals.

Adam began his career in wealth management as a Registered Client Associate with Merrill Lynch, where he held his FINRA Series 7 and Series 66 licenses and gained foundational experience in client service, portfolio operations, and the advisory process.

He earned a Bachelor of Science in Business Administration with a concentration in Finance from The College of Saint Rose.

Outside of work, Adam enjoys working out, following horse racing, and spending time with friends and family.

Learn more about my practice.