Adam Queler
Certified Financial Planner™
Prior to joining GCG Wealth Management, Adam worked at Raymond James Financial for almost 6 years where he helped his clients plan for retirement and manage their assets through a comprehensive financial planning process. Adam worked with The Vanguard Group, specifically working with high-net-worth clients, for three years before moving to Raymond James. He assisted in managing assets that totaled over $1 Billion and helped launch the Personal Advisor Services program in which he became a Financial Advisor.
Adam has lived in Gastonia, NC for eighteen years and has become a strong pillar for the community over that period. For the past 10 years, Adam has donated his time coaching a youth national travel baseball team and a local recreation baseball team. He has served as a member of the Gaston Chamber of Commerce, the Montcross Area Chamber of Commerce, the board for the Salvation Army Boys & Girls Club of Lowell, and the East Gaston Rotary club (achieving the Paul Harris Fellow status within the club). Adam enjoys baseball, traveling, and spending quality time with his wife and children.
Adam’s Specialties Include:
Wealth accumulation and preservation
Tax-deferred strategies
Estate planning
Retirement account strategies
Insurance and long-term care solutions
Providing counsel on budgeting and general financial management
Contact
Office: 704-372-4491
Direct: 704-688-0603
Email: aqueler@gcgwm.com