Banner Wealth and Investment Services - Adam Siler

Personal philosophy

Adam’s views on purposeful investing and responsive, educational client service were shaped by more than 20 years in banking—and an appreciation for mathematics. His experience includes diverse roles at community and national banks, from teller to assistant branch manager, before he entered investment services in 2017.

Adam has a business degree with an emphasis in finance from California State University, Chico, and an MBA from the University of Phoenix.

A customized approach

Investments, Adam believes, need to be logical and serve a purpose. So he’ll work closely with you to determine your needs and goals, and align your investment strategy accordingly. He’s interested in the “why”of investment decisions, and likes using his experience to help clients avoid pitfalls along the way.

A world traveler who enjoys playing and watching sports, Adam enjoys getting to know the individuals he serves. His trustworthy manner puts people at ease so they feel comfortable discussing financial matters and life goals. He’ll stay in touch to make sure your plans and strategies address your changing needs.

A qualified advisor

Certifications: FINRA Series 6,7,63 and 66 licenses, registered through LPL Financial

California Insurance License #OL76684

Health, life, disability and long-term care licenses: California

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA| SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Wealth and Investment Services, and may also be employees of Banner Bank. 

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Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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