Adam M Foldes
Executive Director,
Financial Advisor,
Financial Planning Specialist,
Portfolio Management Director
Direct:
(561) 393-2020(561) 393-2020
Toll-Free:
(800) 327-0144(800) 327-0144
My Mission Statement
Cultivating financial confidence through personalized guidance and strategic planning.
My Story and Services
As a financial advisor, I make it my priority to put all of my client’s needs at the forefront of our wealth planning conversations. I have been helping clients achieve their goals since 2012, but previous to that I served in a number of different capacities within the firm.
Originally from Brooklyn, New York, and growing up in South Florida, my career began in 2001 while working towards my bachelor’s degree in Finance at Florida Atlantic University. I began with Smith Barney in Boca Raton, Florida working exclusively for a team coordinating their client marketing systems. Post-graduation, I spent part of my career with Merrill Lynch on the 401(k) and stock option desk in Jacksonville, Florida before re-joining Smith Barney as an operations manager. In addition, my last role prior to becoming a financial advisor was as a regional technology trainer serving advisors in Southeast Florida on how to best utilize the systems available to them to assist clients. Through this role, I developed a passion for our planning tools and the impact that they can have on a client’s peace of mind. Fast forward nearly a decade and my passion has not diminished. I strive to do everything I can to give my clients the ability to sleep well at night knowing that we have a plan and ensuring that all aspects of it are considered; especially when the market may have them feel otherwise.
When I am not working, I enjoy spending time with my family, cooking and listening to music. My wife, Carin, and I live in Boynton Beach, Florida with our two young sons, AJ & Zachary. They keep us on our toes, but serve as a reminder of how important it is to have priorities in life. We are a low key family and find great joy in enjoying the simple pleasures in life.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2020, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
Originally from Brooklyn, New York, and growing up in South Florida, my career began in 2001 while working towards my bachelor’s degree in Finance at Florida Atlantic University. I began with Smith Barney in Boca Raton, Florida working exclusively for a team coordinating their client marketing systems. Post-graduation, I spent part of my career with Merrill Lynch on the 401(k) and stock option desk in Jacksonville, Florida before re-joining Smith Barney as an operations manager. In addition, my last role prior to becoming a financial advisor was as a regional technology trainer serving advisors in Southeast Florida on how to best utilize the systems available to them to assist clients. Through this role, I developed a passion for our planning tools and the impact that they can have on a client’s peace of mind. Fast forward nearly a decade and my passion has not diminished. I strive to do everything I can to give my clients the ability to sleep well at night knowing that we have a plan and ensuring that all aspects of it are considered; especially when the market may have them feel otherwise.
When I am not working, I enjoy spending time with my family, cooking and listening to music. My wife, Carin, and I live in Boynton Beach, Florida with our two young sons, AJ & Zachary. They keep us on our toes, but serve as a reminder of how important it is to have priorities in life. We are a low key family and find great joy in enjoying the simple pleasures in life.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2020, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in March of the year the award was issued.
Services Include
- 401(k) Rollovers
- 529 PlansFootnote1
- AnnuitiesFootnote2
- Cash Management and Lending ProductsFootnote3
- Donor Advised Funds
- Financial PlanningFootnote4
- Fixed IncomeFootnote5
- Life InsuranceFootnote6
- Long Term Care InsuranceFootnote7
- Professional Portfolio ManagementFootnote8
- Retirement PlanningFootnote9
- Wealth ManagementFootnote10
Securities Agent: VA, CA, WA, UT, TX, OH, DC, CT, AZ, NV, SC, TN, KY, IL, FL, PA, OR, NJ, NC, DE, AR, MS, MD, LA, CO, NY, MA, GA, AL, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1408702
CA Insurance License #: 0K42910
NMLS#: 1408702
CA Insurance License #: 0K42910
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Core Values
Client Resources & Events
The Cloud, the Metaverse and Beyond Webinar - Tuesday, August 9, 2022 at 2:00 pm ET / 11:00 am PT
Once futuristic-sounding terms such as Metaverse, Cloud, Crypto and NFTs are now commonplace, but for many, they remain a mystery. How does one enter the Metaverse, where does information go when it’s sent to the Cloud and what exactly is an NFT?
Join us for a conversation with Morgan Stanley’s cybersecurity expert Prasanth Challa and award-winning correspondent Jessica Yellin as they discuss how these intangible buzzwords impact you and the protection of your data.
Click here to registerJoin us for a conversation with Morgan Stanley’s cybersecurity expert Prasanth Challa and award-winning correspondent Jessica Yellin as they discuss how these intangible buzzwords impact you and the protection of your data.
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
On The Markets Research Report
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Thoughts On The Market PodcastDigital Tools
Morgan Stanley Online
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Morgan Stanley Online Log-In
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Total Wealth View
eSign
eSign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork.
The eSign Portal allows branch personnel to create and send forms to clients for their electronic signature, track the status of packages that have been sent, and take action on forms that clients have signed electronically and returned.
eSign VideoThe eSign Portal allows branch personnel to create and send forms to clients for their electronic signature, track the status of packages that have been sent, and take action on forms that clients have signed electronically and returned.
eAuthorization
eAuthorization allows clients to electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App.
eAuthorization
CashPlus
CashPlus is a program that recognizes and rewards clients for choosing Morgan Stanley for their everyday cash management needs. This program provides clients with select benefits, savings, and enhanced services.
CashPlusWealth Management Resources
Consulting Group
Access to out Consulting Group, which leverages global resources from across the firm to provide you with advice and investment manager analysis, while brining you personalized advice and strategies to help you meet your investment goals.
Learn More About Consulting Group
LifeView- Intelligent Planning
LifeView offers a suite of planning tools that include goal-specific analysis that I use with my clients to create a realistic and holistic strategy that integrates the various aspects of their financial life.
Complete the questionnaire below and contact me to begin the process of developing a personalized strategy for achieving your long-term goals.
Fill Out My QuestionnaireComplete the questionnaire below and contact me to begin the process of developing a personalized strategy for achieving your long-term goals.
Banking & Lending
Never worry about running low on cash. With out banking and lending services you can always access your accounts and get quick access to fund for financing a home purchase or any of your other needs.
Learn More About Banking & Lending Options
Insurance
Whether you are looking for long-term care for loved ones or you want to protect your family and most valuable assets, we can work together to find an insurance plan that is right for you.
Learn More About Insurance OfferingsClient Service Team
Helen K. Samoun - Portfolio Associate, Financial Planning Specialist
Phone:
(561) 393-2006(561) 393-2006
Email:helen.k.samoun@morganstanley.com
Location
595 So Federal Hwy
Ste 400
Boca Raton, FL 33432
US
Direct:
(561) 393-2020(561) 393-2020
Toll-Free:
(800) 327-0144(800) 327-0144
Fax:
(561) 394-0408(561) 394-0408
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 M Foldes today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan 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
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan 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
4Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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
CRC 4665150 (8/2025)
