Lakeshore Financial Group
Adam Blake is an experienced financial professional currently serving as a Financial Advisor at Lakeshore Financial Group since July 2023, where securities and investment advisory services are offered through Equity Services, Inc. Previously, Adam achieved significant success at JPMorgan Chase & Co. as a Private Client Banker, ranking in the top 1% of producers and managing over $300 million in assets. Additionally, experience includes a role as a Financial Advisor at Merrill Lynch, where Adam was a partner in a Wealth Management Advisory Team with over $350 million in assets under management, as well as earlier positions in mortgage lending with Perl Mortgage, Guaranteed Rate, Inc., and Lake Shore Funding Inc. Adam holds a Bachelor's Degree from Indiana University Bloomington, earned in 2003, and a high school diploma from Evansville Memorial High School.
Lakeshore Financial Group
Establishing a relationship with Lakeshore Financial Group makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service, and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers, and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world. Lakeshore Financial Group offers a range of financial products and services. We assist our clients by recommending products and services that are designed to help solve their risk and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness. Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N Franklin Ave, Suite 3450, Chicago, IL 60606 (312) 236-2500 Lakeshore Financial Group is independent of Equity Services, Inc. TC94772(0617)p