Market Information Delayed 20 Minutes
The Bermont/Carlin Group at Morgan Stanley Smith Barney was founded in 1974 to provide investment management and trust services, as well as financial planning and investment banking for a limited number of high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. For more than 30 years, under the leadership of Portfolio Managers Richard B. Bermont and Adam E. Carlin who joined in 1994, the Group’s primary mission has been to build close, cooperative, and enduring relationships with clients that judiciously help them preserve and grow their wealth.
Associations
- New World Symphony
Member-Board of Trustees - The Buoniconti Fund to Cure Paralysis
Member- Board of Trustees - UM / Sylvester Comprehensive Cancer Center
Co - Chair Founder's Board - Cancer Support Community- Greater Miami
Member- Board of Trustees - University of Miami
Grand Founder
Ibis Society Member - United Way of Miami - Dade
Trustee
Ordre d'Egalite Member - Banker's Club - Miami, FL
Board of Governors - Past Chairman - Shake-A-Leg
Past Member- Board of Trustees - Named the 2011 'Champion of Community Spirit' by Cancer Support Community- Greater Miami
- Named one of 2011's '12 Good Men' by Ronald McDonald House
Education and Licensing
- MBA, 1994
University of Miami
Coral Gables, FL - Bachelors with Honors, 1992
Florida Atlantic University
Boca Raton, FL - Series 65 - Investment Advisory Agent
Honors and Recognition
- Item One
- Item Two
- Item Three
Business Experience
- 1994
- Present: Morgan Stanley Smith Barney
Director- Wealth Management
Senior Portfolio Management Director
Coral Gables, FL - 1998
- 2004: University of Miami
Bulletin Board
You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
Adam E. Carlin is licensed in the following state(s):
AL, AR, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA
This 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.
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