Adam Werner

Wealth Manager Assistant

About Adam Werner

I have been with the Haas Financial Group since 2015 after working closely with Ben at Ameriprise Financial as both a Financial Advisor and a Registered Sales Assistant, since 2009. In addition to caring for clients, I am also responsible for assisting in personal financial consulting services and the on-going business operations of the practice.

I hold the CERTIFIED FINANCIAL PLANNING PROFESSIONAL designation, holding the Series 7 with LPL Financial and Series 66 registration with both LPL Financial and Great Valley Advisor Group, as well as PA Life Accident & Health Insurance licenses.

My wife, Amy, and I reside in Reading, PA with our three daughters, Ava, Ainsley and Axy. When not at work or shuttling the kids between activities, I enjoy spending time with my family cooking, reading or just relaxing in front of the TV trying to catch up on our DVR smiley. During the Summer, I am a competitive drag racer at Maple Grove Raceway, racing alongside my dad, Paul, and passing along the family hobby to Ava who started racing in 2018. I am a Penn State Alumni, I root for the Eagles, Sixers, Phillies and Flyers and I love keeping up with pop culture and comedy. 

Business Experience, Designations and Degree

  • 2009 to 2014, Financial Advisor, Registered Sales Assistant Ameriprise Financial Services, Inc., Center Valley, PA
  • 2007 to 2009, Financial Advisor, Adams & Associates, Blandon, PA
  • 2007, B.S. Business (Penn State University)
  • Registered to conduct business in PA