Adam Platt

Financial Planner

Platt Adam 8.18.2022 2 scaled e1661274574452 | Bogart Wealth

A native New Yorker, Adam has a B.S. in Finance from the University of Florida, as well as a J.D. from Brooklyn Law School. After two years as a practicing attorney, Adam switched fields to focus on his interest in investment research. For the next ten years, he worked as an equity analyst for a financial publication, providing stock analysis and commentary to investors. After deciding his skills and experience would be best utilized by serving clients, Adam joined Bogart Wealth as a Portfolio Analyst.

Adam resides in Gaithersburg, Maryland with his wife and two children.


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