Adam Persky in

Adam Persky

Doer · DISC type sd
Financial Advisor at Legacy Private Client Services
📍 New Bern, North Carolina, United States

Adam Persky is an award-winning Financial Advisor specializing in wealth management for high-net-worth individuals and business owners. A member of the exclusive Nautilus Group, he focuses on estate conservation and business succession. He holds a Life Underwriter Training Council Fellowship and was named to the Forbes 2025 top advisors list.

Adam is actively involved in his New Bern community, serving as the Development Committee Chair for the Eastern Carolina Aviation Heritage Foundation. His firm is dedicated to philanthropy, with a focus on supporting Comfort Zone Camp, a charity for grieving children, through fundraising events.

Unique fact: Adam has previously donated a plane ride as a raffle item for a local charity gala, suggesting a personal passion for aviation.

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Experience
22 Years
Current Role
Financial Advisor
Location
New Bern, North Carolina, United States
Personality Overview

How Adam shows up

Long-term Focused
Results Focused
Strategic Planner

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Adam cares about

High-Net-Worth Planning
As a member of The Nautilus Group, he has access to an elite team of experts to provide customized strategies for high-net-worth clients and business owners.
Business Succession
This is a core part of his practice, focusing on helping entrepreneurs and executives plan for the future of their businesses.
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Career

Work history

9-2020
Financial Advisor
Legacy Private Client Services
9-2014
Financial Advisor
Eagle Strategies, LLC
10-2010
Financial Services Professional
NYLIFE Securities LLC
10-2010
Agent
New York Life Insurance Company
11-2011 - 7-2014
Partner
New York Life Insurance Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2003 - 2007
Life Underwriter Training Council Fellowship
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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