Adam Bakhash

Adam Bakhash serves as Managing Director – Investments and Senior Financial Advisor with Wells Fargo Advisors, where he specializes in pre- and post-sale planning strategies for individuals and business owners, generational tax mitigation strategies and liquidity event tax planning, smart debt and credit reorganization, family office creation and management, and investment bank oversight.

Adam co-established the SAA financial literacy program, allowing 7th and 8th graders to make real-life financial decisions and build their high school resumes. He and his wife, Michelle, have three children, Asher, Aiden, and Aliyah, all of whom have been members since 2018.

Adam serves as Sinai Temple Men’s Club President and as a Board Member of Sinai Akiba Academy.

Investment and Insurance Products are:
• Not Insured by the FDIC or Any Federal Government Agency
• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-XXXXXXXX-5200313