Pearsall Wealth Management - Glens Falls, NY | Financial Advisors (original) (raw)
Let's move forward. Together.
Imagine:
A disciplined planning approach by which you can feel more confident that you are on the road to achieving your life's financial goals.
A relationship with a team of advisors where your financial goals are the sole focus. Your portfolio is prepared based on what you want your portfolio to accomplish in your life and the financial goals you have established.
An experienced financial team that will apprise you of various investment opportunities as they become apparent.
Imagine….working with Pearsall Wealth Management at UBS.
Pursuing your goals together
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Adam Pearsall
Senior Vice President–Wealth Management
Financial Advisor
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IN
- MA
- MD
- ME
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- VA
- VT
- WA
Adam, his wife Sara, daughter Mckenna, and son Noah live in Queensbury with their two Siberian Huskies. A North Country native, Adam believes strongly in giving back to his community with his time, talent, and treasure; he is a past Chair of the Board of Trustees of the Silver Bay YMCA and currently serves on the board of the Adirondack North Country Association (ANCA) and is Vice President of the Glenn and Carol Pearsall Adirondack Foundation. Other organizations he is involved with include the Warren County Amateur Radio Club (founding member, past President, past Board Chair, currently providing communications for local events such as the Adirondack Distance Festival, Hudson River Whitewater Derby, and Ironman Lake Placid), Lower Adirondack Search and Rescue (LASAR, volunteer searcher), and Siamese Ponds Trail Improvement Society (trail steward and sawyer). Adam is a licensed New York State Guide and enjoys recreating outdoors with family, cross country and telemark skiing, hiking, flatwater and whitewater canoeing. He enjoys continuing the family tradition of maple sugaring every other spring.
Adam graduated from Colby College in 1998 with a B.A. degree in geology. He holds Series 7 and 66 securities licenses as well as life, health, and long-term care insurance licenses. In June of 2008 he obtained the CERTIFIED FINANCIAL PLANNER™ certification and in 2013 obtained the UBS Portfolio Manager designation and in 2016 obtained the Senior Portfolio Manager designation.
National Producer Number 8172015, CA Insurance Number 4213349 - Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Multi-generational families
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801
adam.pearsall@ubs.com
Adam Pearsall
One Broad Street Plaza,Glens Falls,NY,12801 
Melissa Battiste
Senior Wealth Strategy Associate
- CA
- CO
- DE
- FL
- IN
- NJ
- NY
- PA
- TN
- VA
- VT
As the team’s Senior Wealth Strategy Associate, Melissa is responsible for financial planning, but is also adept at handling market orders from clients and rebalancing client portfolios as per client authorizations. She joined the Pearsall Wealth Management in 2004 and holds all the necessary securities and insurance licenses. Melissa attended Siena College where she graduated magna cum laude with a B.S. in finance. While at Siena, Melissa held several internships including one with the UBS, Albany, NY, office. Melissa resides in Queensbury with her husband Frank, daughters London and Lilyana and their beagle Bella.
Estate planning strategies
Multi-generational families
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801
melissa.battiste@ubs.com
Melissa Battiste
One Broad Street Plaza,Glens Falls,NY,12801 
Tara Johnson
Client Associate
Tara has recently joined the team in November 2020 as a Client Service Associate. She graduated from Penn State Behrend in 1999 with a B.S. in psychology. She resides in Queensbury with her husband Steve and their children Caleb, Abigail, and Steven. Tara and her family enjoy many activities the North Country has to offer, including hiking with their mini australian shepherd Addie, boating, camping, and skiing. She looks forward to getting to know clients and build relationships here at Pearsall Wealth Management.
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801
tara-za.johnson@ubs.com
Tara Johnson
One Broad Street Plaza,Glens Falls,NY,12801
Adam Pearsall
Senior Vice President–Wealth Management
Financial Advisor
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- IN
- MA
- MD
- ME
- MO
- NC
- NH
- NJ
- NY
- OH
- PA
- RI
- SC
- TN
- VA
- VT
- WA
Adam, his wife Sara, daughter Mckenna, and son Noah live in Queensbury with their two Siberian Huskies. A North Country native, Adam believes strongly in giving back to his community with his time, talent, and treasure; he is a past Chair of the Board of Trustees of the Silver Bay YMCA and currently serves on the board of the Adirondack North Country Association (ANCA) and is Vice President of the Glenn and Carol Pearsall Adirondack Foundation. Other organizations he is involved with include the Warren County Amateur Radio Club (founding member, past President, past Board Chair, currently providing communications for local events such as the Adirondack Distance Festival, Hudson River Whitewater Derby, and Ironman Lake Placid), Lower Adirondack Search and Rescue (LASAR, volunteer searcher), and Siamese Ponds Trail Improvement Society (trail steward and sawyer). Adam is a licensed New York State Guide and enjoys recreating outdoors with family, cross country and telemark skiing, hiking, flatwater and whitewater canoeing. He enjoys continuing the family tradition of maple sugaring every other spring.
Adam graduated from Colby College in 1998 with a B.A. degree in geology. He holds Series 7 and 66 securities licenses as well as life, health, and long-term care insurance licenses. In June of 2008 he obtained the CERTIFIED FINANCIAL PLANNER™ certification and in 2013 obtained the UBS Portfolio Manager designation and in 2016 obtained the Senior Portfolio Manager designation.
National Producer Number 8172015, CA Insurance Number 4213349 - Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Multi-generational families
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801
adam.pearsall@ubs.com
Adam Pearsall
One Broad Street Plaza,Glens Falls,NY,12801
Melissa Battiste
Senior Wealth Strategy Associate
- CA
- CO
- DE
- FL
- IN
- NJ
- NY
- PA
- TN
- VA
- VT
As the team’s Senior Wealth Strategy Associate, Melissa is responsible for financial planning, but is also adept at handling market orders from clients and rebalancing client portfolios as per client authorizations. She joined the Pearsall Wealth Management in 2004 and holds all the necessary securities and insurance licenses. Melissa attended Siena College where she graduated magna cum laude with a B.S. in finance. While at Siena, Melissa held several internships including one with the UBS, Albany, NY, office. Melissa resides in Queensbury with her husband Frank, daughters London and Lilyana and their beagle Bella.
Estate planning strategies
Multi-generational families
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801
melissa.battiste@ubs.com
Melissa Battiste
One Broad Street Plaza,Glens Falls,NY,12801
Tara Johnson
Client Associate
Tara has recently joined the team in November 2020 as a Client Service Associate. She graduated from Penn State Behrend in 1999 with a B.S. in psychology. She resides in Queensbury with her husband Steve and their children Caleb, Abigail, and Steven. Tara and her family enjoy many activities the North Country has to offer, including hiking with their mini australian shepherd Addie, boating, camping, and skiing. She looks forward to getting to know clients and build relationships here at Pearsall Wealth Management.
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801
tara-za.johnson@ubs.com
Tara Johnson
One Broad Street Plaza,Glens Falls,NY,12801
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Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
*
*
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
*
*
Modern Retirement Monthly
Traditional or Roth?
For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.