Adam Miloro, CFP®

Vice President

Adam’s core responsibilities center around assisting clients to efficiently manage all aspects of their retirement plans. He works closely with senior level plan fiduciaries and their investment committees to help them achieve optimal plan performance and meet fiduciary obligations. He also spends much of his time educating employees either in group settings or one-on-one to aid them in planning for a successful retirement. His goal is to ensure that his existing clients are receiving consultation and exemplary service while continually developing and cultivating relationships.

Prior to joining Longfellow in October 2007, Adam worked as a relationship manager for both Great West Retirement Services and MetLife Retirement Services, as well as for New England Financial as a Senior Account Executive. He holds a Bachelor of Science degree from the University of Massachusetts, Lowell. He holds FINRA Series 6 and 63 registrations with LPL Financial and his Certified Financial Planner® designation.

Adam’s knowledge and expertise has been recognized by the retirement plan industry. He was a member of the Retirement Team of the Year Finalist team by PlanSponsor Magazine in 2008 and to the Top 300 Influential Defined Contribution Advisors in 2010. Adam has also been published in Employee Benefits Plan Review.

Adam’s favorite thing about working at Longfellow is that he is able to collaborate with great people and has been able to grow professionally at an organization where he truly feels valued.

Awards and Recognition Most Influential Defined Contribution Advisor, 2010 & 2009

PlanSponsor Magazine Retirement Team of the Year Finalist in 2008

Article: Solving ADP Testing Failures, Employee Benefit Plan Review, 2010

Article: How to Reduce Employee Cravings for 401(k) Loans, Employee Benefit Plan Review, 2013

A little more about Adam…

Adam currently resides in Milton, MA and loves spending time with his wife, his daughters Mia and Lily, and his English Bulldog AJ. When Adam is not watching his beloved Miami Dolphins, he enjoys traveling with his family, golf, and trips to Fenway Park.