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Adam Dunbar serves as Managing Director at Steward Partners since January 2019, where this employee-owned, full-service partnership focuses on catering to family, institutional, and multigenerational investors through comprehensive wealth planning and investment strategies. Previously, Adam held several roles at Steward Partners, including Director and Senior Vice President - Wealth Manager. Prior to joining Steward Partners, Adam worked at Wells Fargo Advisors from August 2004 to January 2019, where responsibilities included managing all aspects of clients' financial lives, such as investment management and retirement planning. Adam holds a Bachelor of Business Administration degree from the University of Southern Maine, earned between 2000 and 2004.