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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
Highlights
Last call for this Thursday's Webinar: Event: FAFSA What? Need-to-Know Changes in the College Process Date & Time: Thursday, March 30, at 1 PM Central Time Presenter: Heidi King, Education and Partnerships, College Inside Track
The past year has seen some of the most significant changes in decades for college planning:
• New legislation to the FAFSA and college financial aid process is affecting millions of families
• ACTs/SATs may be optional, but your decision could impact potential scholarships
• Admission trends are changing how colleges now admit students Moreover, the increase in cost and complexity of planning for college has many families searching for answers and we would like to help you through the maze of information.
Please join us to hear from national expert Heidi King on the new strategies offering students the best opportunity for admission, scholarships and financial aid.
TO RSVP: please reach out to me and I will get you registered
Parents (and grandparents!) of high school age students will benefit from this virtual seminar. We encourage you to pass this invitation along to your friends and family members.
The content of this presentation is for informational and educational purposes only. Lincoln Financial Advisors Corp. and its representatives do not offer or provide any college admission services, legal or tax advice. We encourage you to seek the advice of a qualified professional, an attorney and/or an accountant prior to making financial and tax-related investment decisions. *Heidi King is not affiliated with Lincoln Financial Advisors.
Being a business owner can be lonely. Co-workers can talk about things around the water cooler (or on Slack).
But it’s not easy for us, as business owners, to find that same sense of camaraderie and community.
That’s why I’m grateful to celebrate 15 years as a Vistage member.
This is my tribe I spend a full day with each month with many emails and calls in between.
We mostly help one another work through business challenges.
And, there have been numerous times when I’ve leaned on this extraordinary group of human beings to help me through some rough times in my personal life.
My life and my business are better because of these individuals, their insights, ideas, and caring.
