Adam Karron

Adam Karron, JD, CWS® has extensive work experience in the financial planning and wealth management industry. Adam started their career as the Owner/Managing Executive/Compliance Officer/Financial Advisor at Karron Financial, where they provided a wide range of financial services to high net worth clients. After that, they worked as an Investment Consultant at SunTrust Investment Services, where they successfully profiled clients and created appropriate investment strategies. Adam then joined Wachovia Securities as a Financial Advisor, Vice President - Investments, followed by a role as a Relationship Manager - Legal Specialty Group, Vice President at Wachovia Wealth Management. Adam also served as a Relationship Manager, Vice President at PNC Wealth Management, where they played a key role in client acquisition and retention. Currently, Adam holds the position of Director of Financial Planning at Edelman Financial Engines, where they focus on providing financial advice and investment management services to clients.

Adam Karron, JD, CWS® holds a Juris Doctor degree in Law from New York Law School. Adam also obtained a Bachelor of Arts degree in Psychology from Villanova University. In addition, they hold a RIADAC Certificate in Blockchain and Digital Assets® from the RIA Digital Assets Council, which they obtained in 2021.