Adam Souply

CFA, CPFA, AIF, MBA

Adam is a Senior Financial Advisor with DB Root, a local financial planning firm He is responsible for developing comprehensive wealth planning and investment strategies designed to help his clients achieve their financial goals. Adam has nearly two decades of experience specializing in building financial planning strategies and providing unique client experience centered on simplifying complex financial situations.

Prior to joining DB Root, Adam worked at Bank of New York Mellon. Adam has a BS in Business Administration and a MBA from Duquesne University. In addition, he holds the Chartered Financial Analyst, Certified Plan Fiduciary Advisor and Accredited Investment Fiduciary designations.