Adam Leone CFP®, ChFC®

Principal & Wealth Manager

Adam Leone is a Principal and Wealth Manager at Modera Wealth Management, LLC. His main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios. Adam has extensive experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management. He also works with a number of nonprofit organizations and trusts on portfolio design and implementation. In addition to working with clients, Adam serves on the firm’s Financial Planning Committee and the Investment Committee.  He also manages the firm’s portfolio rebalancing processes, acting as a key liaison between the Operations and Wealth Management departments. 

Prior to joining Modera, Adam was a consultant with IBM Business Consulting Services. He received a Bachelor's Degree in Business Management from North Carolina State University. Adam holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Financial Consultant® certification. As a member of the National Association of Personal Financial Advisors (NAPFA), Adam also has made presentations to a variety of professional conferences and consumer organizations, including an educational web seminar for the Financial Planning Association entitled “Techniques for Presenting a Financial Plan.” He has been featured in several media publications including a New York Daily News story on Roth IRAs, a Wall Street Journal story on Roth IRAs, the Journal of Financial Planning on cost basis legislation, and a Today's Chiropractic Lifestyle magazine article on socially responsible investing.

In addition to enjoying spending time with his wife and two sons, Adam volunteers for Kiplinger’s Retirement Hotline, a program that offers thousands of callers free, one-on-one financial advice on how to manage and invest their money. He also has been involved with his local chapter of Big Brothers Big Sisters.  Adam regularly donates his time to support local organizations and presents at industry conferences.  He currently serves on the Ringwood Board of Adjustment and as a volunteer coach in his town’s tee ball league.