Adam Gillam, CEPA®
Senior Vice President,
Financial Advisor,
Alternative Investments Director
Direct:
(561) 650-7579(561) 650-7579
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Adam is a Senior Vice President, Financial Advisor with The Flagler Group at Morgan Stanley. Adam’s passion for the Financial Services Industry began at the young age of ten when he visited the floor of the New York Stock Exchange with his family. Family drives everything Adam does, and he understands that his clients share the same values. He works closely with family offices and successful entrepreneurs (primarily in commercial real estate), to identify their objectives and create strategic plans designed to grow and preserve their wealth for current and future generations.
Adam joined Morgan Stanley in 2020 from Citi Private Bank where he was a lead private banker, specializing in managing the complex needs of high net worth families, advising them on all aspects of their wealth management strategy including investments, capital markets, real estate, credit, and cash management. Adam began his career in finance in institutional fixed income trading and equities at Lehman Brothers in New York in 2001. In 2010, Adam joined JPMorgan Private Bank in Miami (and later Palm Beach) where he pivoted his career to focus on wealth management for high net worth families.
Born in Boston, and raised in Maine, Adam’s family relocated to Florida in 1992. Adam graduated from the University of Florida in 2001 with a Bachelor of Science degree in Finance and earned his MBA from UF’s Hough Graduate School of Business in 2010. Adam’s parents instilled in him that volunteering and philanthropy are central to being a good member of the community. He donates his time to local causes such as Feeding Palm Beach County, the Leukemia and Lymphoma Society and the American Heart Association.
Adam lives in Jupiter, FL with his wife Dina, daughters Sophia and Stella, son Teddy, and dog Wally. Adam cherishes his family and prioritizes spending time with his children. He encourages them to work hard and explore the things in life that give them joy. Adam is a passionate sports fan especially when it comes to his Florida Gators and the Boston Red Sox. He enjoys skiing, fishing and playing golf.
Adam joined Morgan Stanley in 2020 from Citi Private Bank where he was a lead private banker, specializing in managing the complex needs of high net worth families, advising them on all aspects of their wealth management strategy including investments, capital markets, real estate, credit, and cash management. Adam began his career in finance in institutional fixed income trading and equities at Lehman Brothers in New York in 2001. In 2010, Adam joined JPMorgan Private Bank in Miami (and later Palm Beach) where he pivoted his career to focus on wealth management for high net worth families.
Born in Boston, and raised in Maine, Adam’s family relocated to Florida in 1992. Adam graduated from the University of Florida in 2001 with a Bachelor of Science degree in Finance and earned his MBA from UF’s Hough Graduate School of Business in 2010. Adam’s parents instilled in him that volunteering and philanthropy are central to being a good member of the community. He donates his time to local causes such as Feeding Palm Beach County, the Leukemia and Lymphoma Society and the American Heart Association.
Adam lives in Jupiter, FL with his wife Dina, daughters Sophia and Stella, son Teddy, and dog Wally. Adam cherishes his family and prioritizes spending time with his children. He encourages them to work hard and explore the things in life that give them joy. Adam is a passionate sports fan especially when it comes to his Florida Gators and the Boston Red Sox. He enjoys skiing, fishing and playing golf.
Securities Agent: WV, DC, VA, RI, OR, NH, NC, ID, CO, WY, NY, MN, AZ, MD, IL, FL, GA, DE, TX, NV, MO, AL, VT, PA, OH, WI, AK, SC, NM, MI, ME, CT, NJ, CA, TN, MA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 821350
NMLS#: 821350
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Direct:
(561) 650-7579(561) 650-7579
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact Adam Gillam today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
