Adam Crumpler, CFP®, MBA
Login to view DISC.Adam is an Advanced Wealth Strategist at Corient with nearly two decades of experience advising ultra-high-net-worth families. A Chicago Booth MBA, he specializes in complex estate planning, tax strategy, and legacy decisions, holding both CFP® and Certified Exit Planning Advisor (CEPA) designations to guide his clients.
He is a vocal supporter of diversity and inclusion, publicly celebrating and recognizing Pride Month and Women’s History Month. Adam highlights the importance of authenticity and leadership from diverse individuals in strengthening communities and inspiring new possibilities.
During his nine years at J.P. Morgan, his career progression took him from Columbus to Chicago and finally to New York.
Read the full overview →How Adam shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Adam cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Other Corient Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.