Welcome

As a Financial Advisor at Morgan Stanley, I provide personalized financial guidance to clients. My process begins with in-depth discovery that allows me to work closely with each client to identify their unique set of needs and financial goals. My focus is on creating an investment strategy that aligns with the client’s vision for their future and with their risk tolerance, monitoring its execution and making adjustments along the way. I strive to ensure an experience that allows my clients to feel financially secure and confident in the plan we have designed. I am supported by the extensive resources of a highly recognized financial services firm and utilize investment research that stems from some of the world’s most respected analysts.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Retirement Planning3
  • 401(k) Rollovers
  • Planning for Education Funding4
  • Estate Planning Strategies5
  • Cash Management and Lending Products6
  • Philanthropic Management7
  • Sustainable Investing8
  • Alternative Investments9
  • Life Insurance10
  • Municipal Bonds11
  • Certificates of Deposit12
  • Exchange Traded Funds13
  • Fixed Income14
Securities Agent: OH, TX, PA, NY, MA, LA, KY, IN, IL, FL, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1798914
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that allows me to work with you to craft a solution that helps to meet your individual financial needs:

1) Develop a thorough understanding of your financial goals and objectives
2) Review and analyze your current financial situation
3) Identify and tailor solutions that can help you meet your individual needs
4) Implement your customized strategy, including personalized services and benefits
5) Review your strategy, meeting periodically to discuss your goals and needs

Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on me to help you with a strategy that is:

- Personal – Highly individualized and committed to helping you achieve financial success
- Flexible – Responsive to changes in your life and in your priorities over time
- Comprehensive – Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

    My Story

    Adam joined Morgan Stanley in May of 2018 upon graduating from the University of Kentucky with Magna Cum Laude Honors. He received a Bachelor of Science in Business and Economics degree, double majoring in Finance and Economics and minoring in International Business. After completing an Investment Analysis course his junior year in college, his intrigue for following and learning more about “The Market” has become his passion.

    The fact that the market fluctuates daily, presenting new opportunities to invest and utilize one’s funds in order to help maximize return on investment, should be a top priority for every hard‐working individual. He is both excited and committed to building personal relationships with individuals and aiding them in achieving their financial goals, no matter what stage of life they are in. He has attained his Series 7 and Series 66 licenses, along with his Life and Health Insurance Certifications.

    Adam’s interests include: all things sports, remaining active, traveling, spending time with family and friends, and keeping up with current events. He is an active member of the Northern Kentucky/Greater Cincinnati UK Alumni Club, Northern Kentucky Young Professionals group with the Chamber of Commerce, and the Development Chair of Fuel Cincinnati. He currently lives in Villa Hills, Kentucky and is a member of St. Joseph Catholic Church.

      Event Calendar

      • 2019 Market Outlook
        Date: Monday, January 14th - 2019
        Location: Brio Tuscan Grille - Newport On The Levee
        Address: 1 Levee Way # 1140, Newport, KY 41071
        Time: 6 p.m. - 7:30 p.m.
        Main Speaker: Brandon Ritter - Vice President
        Sponsor: J.P. Morgan Asset Management
      • Securing Your Retirement: Transforming Social Security Into A Winning Retirement Strategy
        Date: Thursday, May 16th
        Location: Brio Tuscan Grille - Newport On The Levee
        Address: 1 Levee Way #1140, Newport, KY 41071
        Time: 6 p.m. - 7:30 p.m.
        Main Speaker: Mike Graci - Director of Investment and Retirement Education for BlackRock
        Sponsor: BlackRock
      • Discussing Educational Savings Accounts & Avoiding The Seven Costliest College Mistakes
        Date: Wednesday, May 22nd
        Location: Devou Park Golf & Event Center
        Address: 1201 Park Drive, Covington, KY 41011
        Time: 6 p.m. - 7:30 p.m.
        Main Speakers: Stephen Jobe - Director & 529 Plan Specialist for Legg Mason, Dan Bisig - College Admissions and Financial Aid Expert & Founder of College and Beyond, LLC
        Sponsor: Legg Mason Global Asset Management
      • Disclaimer
        The guest speakers are neither employees nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speakers are solely their own and do not necessarily reflect those of Morgan Stanley. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice. Investments and services offered through Morgan Stanley Smith Barney LLC, member SIPC.

        Morgan Stanley Wealth Management, 4030 Smith Road, Suite 200, Cincinnati, OH 45209

      Financial Planning Questionnaire

      The Morgan Stanley Wealth Management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life — your investments and your cash management needs — making sure they align with your goals and wealth management plan.

      The sophisticated suite of tools and the extensive list of resources that Morgan Stanley offers, allows me to implement the Morgan Stanley wealth management process and translate your goals into reality.

      To begin your complementary financial planning analysis, please click the link below.

      Location

      4030 Smith Rd
      Ste 200
      Cincinnati, OH 45209
      US
      Direct:
      (513) 562-8326(513) 562-8326
      Fax:
      (513) 399-8254(513) 399-8254
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      From Clueless to Clued In: Teaching Teens About Money

      From Clueless to Clued In: Teaching Teens About Money

      As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Facing Financial Stress? Your Employer May Be Able to Help

      Facing Financial Stress? Your Employer May Be Able to Help

      Many of us face money worries. You may be able to get advice and education from an unexpected source.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

      More from Morgan Stanley

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      Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
      Learn more about Morgan Stanley and Justin Rose: A Winning Team
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Adam P. Atkinson today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      11Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      12CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      13An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      14Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018