Adam Underwood

CFP®

How I got here

After developing a love for financial analysis through a class in high school and helping my father make investment decisions for his portfolio, I decided to take a leap. I transitioned from a small agricultural town in the Fingerlakes to the mecca of finance in NYC. Upon graduation, I became licensed with a large life insurance company. I quickly realized the sales training, compensation model and culture wasn’t for me and my clients, so I took my talents to Rockbridge to make a difference in Central New York.

Education

B.S. – Finance, Minor – Accounting – St. John’s University – Queens, NY Candidate for CFP® certification

Favorite part of the job

Collaborating with teammates in a supportive environment while providing thoughtful advice to good people is truly a satisfying experience. In my early career, I’ve developed great relationships in both a professional and personal manner, and it’s a fantastic feeling to be a trusted resource. From there, our recommendations provide a peace of mind.

Beneath the surface

Adam lives in Dewitt, NY with his girlfriend Lindsey. Over the next few years, he plans to add a home and puppy to the portfolio. In his spare time, you’ll catch him enjoying the outdoors, whether that’s on the golf course, at the ballpark or trying a new local brew with friends.