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Adam Potulski, CMT, MBA, is a seasoned financial advisor with extensive experience in the financial services industry. Currently, Adam serves as a Financial Advisor at Creative Financial Group since November 2022. Prior to this role, Adam was a Financial Advisor at Ameriprise Financial Services, LLC from March 2020 to November 2022. Adam’s career also includes significant tenures at PNC, where responsibilities spanned several roles, including Investment Advisor and Client Solution Advisor, focusing on investment profiling and portfolio management support. Adam began the career with an internship at Merrill Lynch, gaining valuable insight into client investment strategies. Adam holds an MBA in Finance from Monmouth University and a BA in Economics from Ursinus College.