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Adam Stock

Owner, The Next Level Planning Group

Adam Stock is the Founder and Managing Member of The Next Level Planning Group, a family wealth management firm based in Chicago. With a career in wealth management that began in 1999 at Merrill Lynch, he has developed extensive expertise in financial planning and investment strategies. He earned his Certified Financial Planner (CFP) certification in 2002 and completed a Master’s Degree in Personal Financial Planning in 2013.123

Professional Background

  • Career Start: Adam began as an investment advisor representative at Merrill Lynch during a tumultuous economic period, which included the bursting of the tech bubble and the events of 9/11. Despite these challenges, he successfully transitioned to Lincoln Financial Advisors by mid-2002.2
  • The Next Level Planning Group: In 2007, he co-founded The Next Level Planning Group with Josh Markowitz, focusing on a holistic approach to financial planning that integrates various aspects of clients' financial lives. The firm has since grown to manage approximately $300 million in assets.14

Personal Philosophy and Interests

Adam is passionate about:

  • Client Empowerment: He aims to help clients navigate financial challenges to achieve a meaningful future.
  • Mentorship: He actively mentors staff and interns at his firm, sharing knowledge about financial planning.
  • Entrepreneurship: He enjoys assisting business owners in finding strategic partners to foster growth.13

Community Involvement

A lifelong resident of the Chicago suburbs, Adam is involved in his local community through various organizations. He is a member of the board for the Beth Emet Foundation and participates in the Carleton College Alumni Association. Additionally, he is a classically trained violinist and enjoys basketball.12

Personal Life

Adam lives in Evanston, Illinois, with his wife Melinda and their five children. His personal interests include reading, music, and spending time with family.14

Related Questions

What inspired Adam Stock to start The Next Level Planning Group?
How has Adam Stock's experience at Merrill Lynch influenced his approach to wealth management?
What are some of the key financial challenges Adam Stock helps clients navigate?
How does Adam Stock balance his professional and personal life?
What makes The Next Level Planning Group different from other family wealth management firms?
Adam Stock
Adam Stock, photo 1
Adam Stock, photo 2
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Location

Evanston, Illinois, United States