Adam Tait, CFP®, has a diverse professional background in sales and financial advisory, beginning with a Bachelor's Degree in Business Administration and Management from Bellevue University. Tait's career includes roles at Marriott International, such as Intermediary Partner Care Specialist and Senior Sales Executive, and significant experience in account management at Applied Underwriters. Currently, Tait serves as a Financial Advisor at UBS, a position held since March 2021, following a tenure as a Wealth Planning Associate. Tait's expertise spans various sales and financial services, contributing to a well-rounded skill set in client management and wealth planning.
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