Adam Angibeau

Investment Advisor Representative

Adam Angibeau was born and raised in Waterbury, Connecticut and attended Chase Collegiate School. He holds a Bachelor of Business Administration Degree with a concentration in Finance from Loyola University Maryland. He holds Life, Accident and Health Insurance licenses and is registered as an Investment Advisor Representative. He is passionate about wealth management, financial planning, and educating others on key areas of the financial services industry.

He has over a decade of experience in the financial services industry with roles at Morgan Stanley, Fidelity Investments, and Bernstein Private Wealth Management, and has helped hundreds of individuals, families, and business owners pursue their own definition of financial success. Adam has volunteered as a speaker at the Loyola Sellinger School of Business to discuss careers in finance with undergraduate students and has tutored young finance professionals preparing for the Series 7, Series 66, and Series 65 licenses.

Adam spent nine years living and working in New York City before moving back to Connecticut and joining Retirement Income Source SFG. When he is not helping clients with retirement and investment goals, Adam enjoys reading, cheering on the New York Yankees, and spending time with family and friends. He rowed Division I crew at Loyola University and stays active by hiking and working out at the gym.