Adam M. Smolen
Adam Smolen specializes in the use of life insurance to minimize taxation and protect the assets of owners and officers of closely held corporations, highly paid executives and professional athletes. Mr. Smolen’s expertise in the financial planning industry spans three decades. He is a member of the Million Dollar Round Table (MDRT) Top of the Table, National Association of Insurance and Financial Advisors (NAIFA), Baltimore Estate Planning Council, Advisors in Philanthropy, and the Financial Planning Association. He has held or currently holds licenses in the following areas of expertise: Series 4 (Options Principal), Series 6 (Mutual Funds), Series 7 (Registered Representative), Series 63 (Blue Sky Laws), Series 65 (Registered Investment Advisor) Life & Health, and Property & Casualty.
Born and raised in the Baltimore Metropolitan area of Maryland, Mr. Smolen has made his home there and established himself as a respected member of the community. His dedication to his family and interest in philanthropy has led him to be instrumental in raising funds and awareness for many charitable organizations.