Bio
Adam Stock is the founder of The Next Level Planning Group, a family wealth management firm based in Chicago. He has a wealth of experience in the financial industry, having started his career in wealth management at Merrill Lynch in 1999. Adam is a Certified Financial Planner (CFP) and holds an MS in Personal Financial Planning. He is passionate about mentoring others, helping clients navigate the many financial challenges in the present so they can experience a more meaningful and joyful financial future and entrepreneurship. He has been a member of Vistage since 2007. Adam lives in Evanston, Illinois, with his family and is actively involved in his local community.
