Adam Saubel, CLTC®

Financial Representative

Professional

Education

Adam Saubel is a graduate of Elizabethtown College who holds a Bachelor's Degree (BS) in Business Administration with a Concentration in Finance and a Minor in Economics. Adam graduated with Summa Cum Laude honors.

Professional Background

Adam learned the value of dedication and hard-work during his time growing up in his family’s business, Saubel’s Markets. Adam held many roles at the family business during his high school and college years including cashiering, stocking, and being a produce department assistant manager.

Adam’s opportunities at college are what removed him from the family business, however. During his Sophomore year, Adam was offered a six-month Co-op experience with the Hershey Company focusing on Category Management. Adam was a part of a team located in the home office in Hershey, PA focusing on optimizing sales for Hershey’s products while promoting growth for all the product lines Hershey produces.

After his time with the Hershey Company, Adam then accepted a role at Emerald Asset Management located in Leola, PA. Adam worked within the research department focusing on covering small-cap equities and assisting the analysts with financial models and company analyses.

After leaving Emerald Asset Management, Adam accepted a position with Northwestern Mutual as a Financial Representative. As a College Financial Representative, Adam was joining a top 10 internship program that has been awarded those honors by The Vault every year since 1997. After completing the internship, Adam continued to align his financial planning practice with Northwestern Mutual.

Other Professional Involvement

Adam is actively involved in the local communities in which he works and resides, including being a member of the York County Economic Alliance, York Young Professionals, and Lancaster Young Professionals.

He is also focused on giving back to those who invested so much time into his development. Adam is an active member of Elizabethtown College’s Alumni Council, which serves as a liaison between the Alumni Association, Leadership Council, and Board of Trustees. Adam also participates as a committee member for the Future Leaders of York program through Leadership York. Adam was a graduate of the Future Leaders of York program in 2013.

Adam is also a Board Member for the Margaret E. Moul Home located in York, PA. The York County Cerebral Palsy Home, Inc., also known as the Margaret E. Moul Home was named after founder Margaret E. Moul. The Home is a private, non-profit long term care facility that provides services for adults with cerebral palsy, spina bifida, multiple sclerosis and other neuromuscular impairments.

Advantages Adam has to offer as your Financial Advisor:

  • Access to a team of in-house specialists with substantial experience in estate planning, business planning, and group insurance planning
  • Current professional designations and certifications include: Series 63 and 7 licenses and his Certification For Long-Term Care CLTC®
  • Adam is continuing his education, and will obtain the following designations and certifications by the end of 2019: CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter®, Chartered Financial Consultant®, and Retirement Income Certified Professional®

Years of Experience

Representing Northwestern Mutual since 2017.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck