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Adam Potulski, MBA, CMT Financial Advisor

1305 Campus Parkway, Suite 100, Wall Township, NJ 07753
apotulski@financialguide.com
Tel 732.751.3024
View My LinkedIn Profile
Direct 732.963.0839

Adam Potulski is a financial advisor with over 18 years of experience in wealth management and investment planning. Prior to joining CREATIVE, Adam worked for Ameriprise Financial and PNC Wealth Management. While at PNC, Adam was named a Market All Star in 2015. He also received the Ameriprise Ultimate Digital Excellence Award in 2021.

Adam is Series 7 and 66 securities registered and holds Life, Accident and Health insurance licenses. He holds the CMT designation (Chartered Market Technician) and is an active member of the CMT Association. Adam graduated from Ursinus College in 2005 with a B.A in Economics and later earned an MBA in Finance from Monmouth University in 2016.

Outside of work, Adam volunteers as an assistant coach for the Christian Brothers Academy Wrestling Program. He also enjoys Brazilian Jiu-Jitsu, weightlifting, and studying global macro investment strategies. Adam currently resides in Red Bank, NJ with his wife, Susan, and their two daughters, Skylar and Zoë.

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