Adam Avila, CFP®

Financial Advisor

Adam joined Pallas Capital Advisors in 2022 as a Financial Advisor in the Newport, RI office, bringing with him a solid foundation developed during his early career at Prudential Financial.

With over a decade of experience, Adam specializes in designing comprehensive, objective, and personalized financial plans for individuals, families, and business owners. He is a strong advocate of the family office model, which emphasizes close collaboration among all of a client’s advisors. This integrated, team-based approach enhances the quality of advice delivered and empowers clients with a holistic understanding of their financial lives.

Throughout his career, Adam has consistently taken on leadership roles. At Prudential, he served as both a Financial Planner and Manager of Training and Development. In this dual role, he led the implementation and advisor training for eMoney, a leading financial planning software. He also played a key role in mentoring advisors and designing training programs focused on delivering client-centered solutions.

Adam earned his degree from Loyola Marymount University after beginning his academic journey at Northeastern University, where he was awarded the prestigious LaCLA Scholarship. During that time, he also committed himself to community service, volunteering with St. Jude’s—a reflection of his enduring dedication to helping others.

He holds the Certified Financial Planner™ designation, awarded by the Certified Financial Planner Board of Standards, Inc., recognizing his commitment to rigorous standards and ethical financial planning.

Adam lives in Lincoln, RI with his wife and two children. Outside of work, he enjoys staying active and traveling with his family.

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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