Adam Psichos

Director of Strategic Initiatives

Morristown, New Jersey

Professional Profile

Call Me When

Call Me When... You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

Contact Method

email

Profession

  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Business development
  • Finance
  • Investments
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Client Results

    Membership

    New Jersey

    Member Since

    1 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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