--- title: Global View Investment Blog | Adam Wiles description: Adam is a Partner at Global View. Adam’s primary focus is on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying client’s needs and explaining the solutions that meet those needs. He worked with Merrill Lynch for 2 years prior to joining Global View. Prior to Merrill Lynch, Adam worked 10 years, in several trading capacities, within the Commodity Lumber business. --- [![3\_Global-View-SMALL\_long\_black](https://globalviewinv.com/wp-content/uploads/2025/10/3_Global-View-SMALL_long_black-scaled.png#130)](https://globalviewinv.com) ✕ - [About Us](https://globalviewinv.com/about-us/) - [Our Story](https://globalviewinv.com/about-us/) - [Our Founder](https://globalviewinv.com/about-us/) - [Meet Our Team](https://globalviewinv.com/about-us/) - [Your Fee-Only Fiduciary Partner](https://globalviewinv.com/about-us/) - [Referral Partners](https://globalviewinv.com/about-us/) - [Why Global View](https://globalviewinv.com/why-global-view/) - [Your Independent Advocate](https://globalviewinv.com/why-global-view/your-independent-advocate/) - [Real Risk Management](https://globalviewinv.com/why-global-view/real-risk-management/) - [Family-Office-Style Services](https://globalviewinv.com/why-global-view/family-office-style-services/) - [What We Do](https://globalviewinv.com/what-we-do-global-view/) - [Comprehensive Financial Planning](https://globalviewinv.com/what-we-do-global-view/comprehensive-financial-planning/) - [Setting the Path to Retirement](https://globalviewinv.com/setting-path-retirement/) - [Worry-Free Portfolio Management](https://globalviewinv.com/what-we-do-global-view/worry-free-portfolio-management/) - [Tax and Estate Planning Coordination](https://globalviewinv.com/what-we-do-global-view/tax-and-estate-planning/) - [Navigating Life After Loss](https://globalviewinv.com/navigating-life-after-loss/) - [Our Fees](https://globalviewinv.com/what-we-do-global-view/our-fees/) - [Who We Serve](https://globalviewinv.com/who-we-serve/) - [Client Experiences](https://globalviewinv.com/who-we-serve/client-experiences/) - [Contact Us](https://globalviewinv.com/contact-us/) - [Resources](https://globalviewinv.com/resources/) - [News & Insights](https://blog.globalviewinv.com/) - [eBooks](https://globalviewinv.com/ebooks/) - [Quick Guides](https://globalviewinv.com/quick-guides/) - [Videos](https://www.youtube.com/@Globalviewinv) - [Client Login](https://globalviewinv.com/client-login/) - [About Us](https://globalviewinv.com/about-us/) - [Our Story](https://globalviewinv.com/about-us/) - [Our Founder](https://globalviewinv.com/about-us/) - [Meet Our Team](https://globalviewinv.com/about-us/) - [Your Fee-Only Fiduciary Partner](https://globalviewinv.com/about-us/) - [Referral Partners](https://globalviewinv.com/about-us/) - [Why Global View](https://globalviewinv.com/why-global-view/) - [Your Independent Advocate](https://globalviewinv.com/why-global-view/your-independent-advocate/) - [Real Risk Management](https://globalviewinv.com/why-global-view/real-risk-management/) - [Family-Office-Style Services](https://globalviewinv.com/why-global-view/family-office-style-services/) - [What We Do](https://globalviewinv.com/what-we-do-global-view/) - [Comprehensive Financial Planning](https://globalviewinv.com/what-we-do-global-view/comprehensive-financial-planning/) - [Setting the Path to Retirement](https://globalviewinv.com/setting-path-retirement/) - [Worry-Free Portfolio Management](https://globalviewinv.com/what-we-do-global-view/worry-free-portfolio-management/) - [Tax and Estate Planning Coordination](https://globalviewinv.com/what-we-do-global-view/tax-and-estate-planning/) - [Navigating Life After Loss](https://globalviewinv.com/navigating-life-after-loss/) - [Our Fees](https://globalviewinv.com/what-we-do-global-view/our-fees/) [![2\_Global-View-TAGLINE\_stacked\_white](https://globalviewinv.com/wp-content/uploads/2025/10/2_Global-View-TAGLINE_stacked_white-scaled.png#123)](https://globalviewinv.com) - [Who We Serve](https://globalviewinv.com/who-we-serve/) - [Client Experiences](https://globalviewinv.com/who-we-serve/client-experiences/) - [Contact Us](https://globalviewinv.com/contact-us/) - [Resources](https://globalviewinv.com/resources/) - [News & Insights](https://blog.globalviewinv.com/) - [eBooks](https://globalviewinv.com/ebooks/) - [Quick Guides](https://globalviewinv.com/quick-guides/) - [Videos](https://www.youtube.com/@Globalviewinv) - [Client Login](https://globalviewinv.com/client-login/) [![6\_Global-View-Icon-black](https://globalviewinv.com/wp-content/uploads/2025/10/6_Global-View-Icon-black-scaled.png#68)](https://globalviewinv.com) # Global View Blog ![](https://globalviewinv.com/wp-content/uploads/2025/11/gold-line.jpg) # Global View Investment Blog ![Adam Wiles](https://blog.globalviewinv.com/hubfs/Adam%20Global%20View.jpg) ## Adam Wiles Adam is a Partner at Global View. Adam’s primary focus is on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying client’s needs and explaining the solutions that meet those needs. He worked with Merrill Lynch for 2 years prior to joining Global View. Prior to Merrill Lynch, Adam worked 10 years, in several trading capacities, within the Commodity Lumber business. LinkedIn ### Recent Posts [Financial Advice](https://blog.globalviewinv.com/tag/financial-advice), [Financial Literacy](https://blog.globalviewinv.com/tag/financial-literacy), [Investment & Portfolio Management](https://blog.globalviewinv.com/tag/investment-portfolio-management) Jun 9TH, 2026 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Rearview Mirror Investing: Why Morningstar Stars Can Mislead Investors](https://blog.globalviewinv.com/rearview-mirror-investing-why-morningstar-stars-can-mislead-investors?hsLang=en-us) [Read More](https://blog.globalviewinv.com/rearview-mirror-investing-why-morningstar-stars-can-mislead-investors?hsLang=en-us) [Financial Advice](https://blog.globalviewinv.com/tag/financial-advice), [Investment & Portfolio Management](https://blog.globalviewinv.com/tag/investment-portfolio-management) Feb 14TH, 2025 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Dancing Through Downturns: How Diversification Shields Your Wealth](https://blog.globalviewinv.com/dancing-through-downturns-how-diversification-shields-your-wealth?hsLang=en-us) [Read More](https://blog.globalviewinv.com/dancing-through-downturns-how-diversification-shields-your-wealth?hsLang=en-us) [Retirement Planning](https://blog.globalviewinv.com/tag/retirement-planning), [Living in the Carolinas](https://blog.globalviewinv.com/tag/living-in-the-carolinas), [Fee-Only Fiduciary](https://blog.globalviewinv.com/tag/fee-only-fiduciary) Jan 20TH, 2025 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [5 Key Reasons to Choose a Fiduciary Investment Advisor in Greenville for a Secure Retirement](https://blog.globalviewinv.com/5-key-reasons-to-choose-a-fiduciary-investment-advisor-in-greenville-for-a-secure-retirement?hsLang=en-us) [Read More](https://blog.globalviewinv.com/5-key-reasons-to-choose-a-fiduciary-investment-advisor-in-greenville-for-a-secure-retirement?hsLang=en-us) [Retirement Planning](https://blog.globalviewinv.com/tag/retirement-planning) Sep 16TH, 2024 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [How a Job Loss or Business Downturn Can Impact Your Retirement](https://blog.globalviewinv.com/what-a-job-loss-or-business-downturn-means-for-your-retirement?hsLang=en-us) [Read More](https://blog.globalviewinv.com/what-a-job-loss-or-business-downturn-means-for-your-retirement?hsLang=en-us) [Financial Planning](https://blog.globalviewinv.com/tag/financial-planning), [Taxes & Tax Planning](https://blog.globalviewinv.com/tag/taxes-tax-planning) Jun 24TH, 2024 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Year-Round Tax Planning Tips for Lasting Financial Health](https://blog.globalviewinv.com/year-round-tax-planning-tips-for-lasting-financial-health?hsLang=en-us) [Read More](https://blog.globalviewinv.com/year-round-tax-planning-tips-for-lasting-financial-health?hsLang=en-us) [Investment & Portfolio Management](https://blog.globalviewinv.com/tag/investment-portfolio-management), [Fee-Only Fiduciary](https://blog.globalviewinv.com/tag/fee-only-fiduciary) Mar 24TH, 2024 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [The Value of Fiduciary Investment Advice](https://blog.globalviewinv.com/the-value-of-fiduciary-investment-advice?hsLang=en-us) [Read More](https://blog.globalviewinv.com/the-value-of-fiduciary-investment-advice?hsLang=en-us) [Financial Advice](https://blog.globalviewinv.com/tag/financial-advice), [Financial Planning](https://blog.globalviewinv.com/tag/financial-planning), [Investment & Portfolio Management](https://blog.globalviewinv.com/tag/investment-portfolio-management) Dec 18TH, 2023 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Four Financial Resolutions for Your Investments in 2024](https://blog.globalviewinv.com/four-financial-resolutions-for-your-investments-in-2024?hsLang=en-us) [Read More](https://blog.globalviewinv.com/four-financial-resolutions-for-your-investments-in-2024?hsLang=en-us) [Financial Planning](https://blog.globalviewinv.com/tag/financial-planning), [Retirement Planning](https://blog.globalviewinv.com/tag/retirement-planning) Nov 6TH, 2023 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [7 Tax Strategies to Transform Your Retirement Savings into Lasting Income](https://blog.globalviewinv.com/7-tax-strategies-to-transform-your-retirement-savings-into-lasting-income?hsLang=en-us) [Read More](https://blog.globalviewinv.com/7-tax-strategies-to-transform-your-retirement-savings-into-lasting-income?hsLang=en-us) [Estate Planning](https://blog.globalviewinv.com/tag/estate-planning), [Living in the Carolinas](https://blog.globalviewinv.com/tag/living-in-the-carolinas), [Fee-Only Fiduciary](https://blog.globalviewinv.com/tag/fee-only-fiduciary) Sep 18TH, 2023 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Estate Planning Tips from a Fiduciary Financial Advisor in Greenville, SC](https://blog.globalviewinv.com/estate-planning-tips-from-a-fiduciary-financial-advisor-in-greenville-sc?hsLang=en-us) [Read More](https://blog.globalviewinv.com/estate-planning-tips-from-a-fiduciary-financial-advisor-in-greenville-sc?hsLang=en-us) [Retirement Planning](https://blog.globalviewinv.com/tag/retirement-planning), [Living in the Carolinas](https://blog.globalviewinv.com/tag/living-in-the-carolinas), [Fee-Only Fiduciary](https://blog.globalviewinv.com/tag/fee-only-fiduciary) Aug 28TH, 2023 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Maximize Retirement Income: Use a Greenville SC Fiduciary Financial Advisor](https://blog.globalviewinv.com/maximize-retirement-income-use-a-greenville-sc-fiduciary-financial-advisor?hsLang=en-us) [Read More](https://blog.globalviewinv.com/maximize-retirement-income-use-a-greenville-sc-fiduciary-financial-advisor?hsLang=en-us) [All posts](https://blog.globalviewinv.com/all) [Next](https://blog.globalviewinv.com/author/adam-wiles/page/2) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### **Are you on track for the future you want?** Schedule a free, no-strings-attached portfolio review today. [Talk With Us](https://globalviewinv-4350261.hs-sites.com/contact-us?hsLang=en-us) ### Topics - [Financial Planning (184)](https://blog.globalviewinv.com/tag/financial-planning) - [Retirement Planning (136)](https://blog.globalviewinv.com/tag/retirement-planning) - [Global View News & Commentary (135)](https://blog.globalviewinv.com/tag/global-view-news-commentary) - [Financial Advice (91)](https://blog.globalviewinv.com/tag/financial-advice) - [Fee-Only Fiduciary (75)](https://blog.globalviewinv.com/tag/fee-only-fiduciary) - [Investment & Portfolio Management (74)](https://blog.globalviewinv.com/tag/investment-portfolio-management) - [Market Volatility (55)](https://blog.globalviewinv.com/tag/market-volatility) - [Financial Literacy (38)](https://blog.globalviewinv.com/tag/financial-literacy) - [Taxes & Tax Planning (37)](https://blog.globalviewinv.com/tag/taxes-tax-planning) - [Living in the Carolinas (28)](https://blog.globalviewinv.com/tag/living-in-the-carolinas) ### Popular posts - [![How to Calculate Your Break-Even Age](https://blog.globalviewinv.com/hubfs/financial%20advisor%20Greenville%20SC%20Global%20View%20Social%20Security%20SC%20NC.jpg)](https://blog.globalviewinv.com/how-to-calculate-your-break-even-age?hsLang=en-us) [How to Calculate Your Break-Even Age](https://blog.globalviewinv.com/how-to-calculate-your-break-even-age?hsLang=en-us) by [Erin Milner](https://blog.globalviewinv.com/author/erin-sweatt) June 21, 2021 - [![2025 Year-End Tax Planning Checklist](https://blog.globalviewinv.com/hubfs/AdobeStock_514048863.jpeg)](https://blog.globalviewinv.com/2025-year-end-tax-planning-checklist?hsLang=en-us) [2025 Year-End Tax Planning Checklist](https://blog.globalviewinv.com/2025-year-end-tax-planning-checklist?hsLang=en-us) by [Matthew Crider](https://blog.globalviewinv.com/author/matthew-crider) November 21, 2025 - [![Roth Conversions: When They Make Sense and What You Should Consider](https://blog.globalviewinv.com/hubfs/Untitled%20design%20(4).jpg)](https://blog.globalviewinv.com/roth-conversions-when-they-make-sense-and-what-you-should-consider?hsLang=en-us) [Roth Conversions: When They Make Sense and What You Should Consider](https://blog.globalviewinv.com/roth-conversions-when-they-make-sense-and-what-you-should-consider?hsLang=en-us) by [Matthew Crider](https://blog.globalviewinv.com/author/matthew-crider) January 07, 2026 - [![One Big Beautiful Bill Act: Key Tax Changes You Should Know](https://blog.globalviewinv.com/hubfs/AdobeStock_1531178013.jpeg)](https://blog.globalviewinv.com/one-big-beautiful-bill-act-key-tax-changes-you-should-know?hsLang=en-us) [One Big Beautiful Bill Act: Key Tax Changes You Should Know](https://blog.globalviewinv.com/one-big-beautiful-bill-act-key-tax-changes-you-should-know?hsLang=en-us) by [Joe Hines](https://blog.globalviewinv.com/author/joe-hines) November 26, 2025 ### Subscribe to Global View Insights Get our quarterly newsletter that brings you news, tips and tricks from around the web and Global View’s blog. [![4\_Global-View-GVIA-Emblem\_white-ALT](https://globalviewinv.com/wp-content/uploads/2025/10/4_Global-View-GVIA-Emblem_white-ALT-1.png#158)](https://globalviewinv.com) #### About Us Global View Investment Advisors LLC is a fee-only, fiduciary financial advisory firm headquartered in Greenville, South Carolina and serving investors nationwide. Our mission is to be our clients' advocate. We provide truly independent, conflict-free advice and complete wealth management services, so you can protect and maximize the wealth you’ve built. #### Our Locations ##### Downtown Greenville, SC 800 E Washington St., Suite A Greenville, SC 29601 [864.272.0818](tel:8642720818) ##### Columbia, SC 1320 Main Street, Suite 300 Columbia, SC 29201 [864.272.0818](tel:8642720818) #### Quick Links - [Why Global View](https://globalviewinv.com/why-global-view/) - [What We Do](https://globalviewinv.com/what-we-do-global-view/) - [Who We Serve](https://globalviewinv.com/who-we-serve/) - [Privacy Policy](https://globalviewinv.com/privacy-policy/) - [ADV](https://globalviewinv.com/wp-content/uploads/2025/10/Form-ADV-II-Brochure.pdf) - [CRS](https://globalviewinv.com/wp-content/uploads/2025/10/CRS-Form-_-Global-View-Investment-Advisors-LLC.pdf) © 2025 Global View Investment Advisors, LLC • Website by [Waypost](https://www.waypostmarketing.com/) [![](https://globalviewinv.com/wp-content/uploads/2025/10/fon-standard-color-logo-png-1000-240.webp)](https://www.feeonlynetwork.com/) [![](https://globalviewinv.com/wp-content/uploads/2025/10/napfa-logo-white@2x.png)](https://www.napfa.org/) [![](https://globalviewinv.com/wp-content/uploads/2025/10/ria.webp)](https://www.findyourindependentadvisor.com/) [![](https://globalviewinv.com/wp-content/uploads/2025/10/bbb.webp)](https://www.bbb.org/upstatesc/business-reviews/investment-advisory-services/global-view-investment-advisors-llc-in-greenville-sc-90010298) [![](https://globalviewinv.com/wp-content/uploads/2025/10/paladin.webp)](https://www.paladinregistry.com/financial-advisor/greenville-south-carolina/Kenneth.Moore)