We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.

CLIENT SERVICE ASSOCIATE

Adam Miller is a Client Service Associate at Round Table Wealth Management. He is responsible for assisting with client onboarding, account maintenance and supporting the firm’s client service teams. Prior to joining Round Table, Adam worked as a client servicing specialist at a wealth management firm.

Adam is a graduate of Rutgers University with a Bachelor’s degree in Psychology. In his spare time, Adam enjoys golfing, cooking, and watching sports.

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