Adam Willis

Biography

At Willis Wealth Management, we are dedicated to serving our clients and our community. We believe clients come first and work to help protect their financial success. We emphasize the careful nurturing of relationships in order to build a financial portfolio for each individual’s, or family’s needs. We work daily to help our clients navigate the complexities that drive their financial futures, and understand how to best utilize the necessary tools to maximize returns while minimizing risk.

Adam has always had a fascination with the finance industry. He previously served as General Manager with Green Guard Services before joining Wedbush Securities in 2020. After earning his Series 7 license, Adam formed Willis Wealth Management alongside his father, Roc Willis, who has more than 37 years in the financial services business. Adam grew up and has become accustomed to his father’s unwavering commitment to his clients and their financial wellbeing. It is through this tutelage that Adam has become dedicated to using his experience and knowledge to educate clients and help them make informed investment decisions. His specialty is working with clients on wealth accumulation and preservation through customized financial and retirement planning, as well as Trust & Estate planning and risk mitigation.

Adam resides in Lake Oswego, Oregon area with his wife and their infant son. In his free time, he enjoys skiing, boating, scuba diving, domestic and international travel, and golf. He is also a collector of rare and unique comics.

SPECIALIZATIONS

• Estate Planning
• Financial Planning
• Retirement Planning

Credentials

• Series 7, and 66 securities license
• Bachelor’s degree in Business-Economics from the University of California Santa Barbara
• Licensed in OR

Resources

Mission Statement