Adam Deal

As a principal of The Atlantic Group, Adam dedicates his time to advising the team’s high net worth families and individuals, business owners and corporate executives. Adam has been providing strategic advice and customized solutions to high net worth families since 2007 and understands what it takes to efficiently create, preserve and transfer wealth. Adam specializes in developing monetization strategies, generational wealth transfer and helping clients through sophisticated lending needs. Prior to joining Rockefeller Capital Management, Adam spent nearly 15 years at BB&T/Truist as a Senior Wealth Advisor and was perennially recognized as one of the top advisors in the firm.

Adam is a graduate of Campbell University where obtained his Masters of Business Administration and his Bachelors of Science in Trust and Investment Management. Adam is an avid golfer and outdoorsman. He lives in Maryland with his wife Kelly and their two girls, Aubrey and Madelyn.