--- title: Global View Investment Blog | Adam Wiles (3) 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) --- [![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 [Retirement Planning](https://blog.globalviewinv.com/tag/retirement-planning), [Living in the Carolinas](https://blog.globalviewinv.com/tag/living-in-the-carolinas) Mar 28TH, 2022 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [What You Need to Know About Retiring in the Carolinas](https://blog.globalviewinv.com/what-you-need-to-know-about-retiring-in-the-carolinas?hsLang=en-us) [Read More](https://blog.globalviewinv.com/what-you-need-to-know-about-retiring-in-the-carolinas?hsLang=en-us) [Taxes & Tax Planning](https://blog.globalviewinv.com/tag/taxes-tax-planning), [Living in the Carolinas](https://blog.globalviewinv.com/tag/living-in-the-carolinas), [Global View News & Commentary](https://blog.globalviewinv.com/tag/global-view-news-commentary) Mar 7TH, 2022 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [What You Need to Know About South Carolina Tax Law Changes for 2022](https://blog.globalviewinv.com/what-you-need-to-know-about-south-carolina-tax-law-changes-for-2022?hsLang=en-us) [Read More](https://blog.globalviewinv.com/what-you-need-to-know-about-south-carolina-tax-law-changes-for-2022?hsLang=en-us) [Financial Planning](https://blog.globalviewinv.com/tag/financial-planning), [Financial Literacy](https://blog.globalviewinv.com/tag/financial-literacy) Jan 24TH, 2022 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [6 Ways to Help Stretch Your Retirement Money Longer](https://blog.globalviewinv.com/6-ways-to-help-stretch-your-retirement-money-longer?hsLang=en-us) [Read More](https://blog.globalviewinv.com/6-ways-to-help-stretch-your-retirement-money-longer?hsLang=en-us) [Financial Planning](https://blog.globalviewinv.com/tag/financial-planning) Jan 21ST, 2022 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Financial Checklist for the New Year](https://blog.globalviewinv.com/financial-checklist-for-the-new-year?hsLang=en-us) [Read More](https://blog.globalviewinv.com/financial-checklist-for-the-new-year?hsLang=en-us) [Financial Advice](https://blog.globalviewinv.com/tag/financial-advice), [Retirement Planning](https://blog.globalviewinv.com/tag/retirement-planning), [Social Security & Medicare](https://blog.globalviewinv.com/tag/social-security-medicare) Nov 30TH, 2021 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Retirement Health Insurance: Q&A with a Financial Advisor in Greenville, SC](https://blog.globalviewinv.com/retirement-health-insurance-qa-with-a-financial-advisor-in-greenville-sc?hsLang=en-us) [Read More](https://blog.globalviewinv.com/retirement-health-insurance-qa-with-a-financial-advisor-in-greenville-sc?hsLang=en-us) [Financial Advice](https://blog.globalviewinv.com/tag/financial-advice) Nov 1ST, 2021 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Financial Advisor in Greenville, SC: What to Do With Concentrated Stock Options](https://blog.globalviewinv.com/financial-advisor-in-greenville-sc-what-to-do-with-concentrated-stock-options?hsLang=en-us) [Read More](https://blog.globalviewinv.com/financial-advisor-in-greenville-sc-what-to-do-with-concentrated-stock-options?hsLang=en-us) [Retirement Planning](https://blog.globalviewinv.com/tag/retirement-planning) Sep 13TH, 2021 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [When You Don’t Qualify for a Roth IRA …](https://blog.globalviewinv.com/when-you-dont-qualify-for-a-roth-ira-?hsLang=en-us) [Read More](https://blog.globalviewinv.com/when-you-dont-qualify-for-a-roth-ira-?hsLang=en-us) [Estate Planning](https://blog.globalviewinv.com/tag/estate-planning), [Financial Advice](https://blog.globalviewinv.com/tag/financial-advice), [Retirement Planning](https://blog.globalviewinv.com/tag/retirement-planning) Aug 30TH, 2021 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Estate Planning Greenville, SC: 5 Financial Planning Tips for Widows/Widowers](https://blog.globalviewinv.com/estate-planning-greenville-sc-5-financial-planning-tips-for-widows/widowers?hsLang=en-us) [Read More](https://blog.globalviewinv.com/estate-planning-greenville-sc-5-financial-planning-tips-for-widows/widowers?hsLang=en-us) [Financial Advice](https://blog.globalviewinv.com/tag/financial-advice), [Early and Unexpected retirement](https://blog.globalviewinv.com/tag/early-and-unexpected-retirement) Aug 23RD, 2021 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Unexpected Early Retirement Due to COVID-19? 7 Ways to ‘Catch-Up’](https://blog.globalviewinv.com/unexpected-early-retirement-due-to-covid-19-7-ways-to-catch-up?hsLang=en-us) [Read More](https://blog.globalviewinv.com/unexpected-early-retirement-due-to-covid-19-7-ways-to-catch-up?hsLang=en-us) [Retirement Planning](https://blog.globalviewinv.com/tag/retirement-planning), [Taxes & Tax Planning](https://blog.globalviewinv.com/tag/taxes-tax-planning), [Living in the Carolinas](https://blog.globalviewinv.com/tag/living-in-the-carolinas), [Social Security & Medicare](https://blog.globalviewinv.com/tag/social-security-medicare) Jul 14TH, 2021 By: [Adam Wiles](https://blog.globalviewinv.com/author/adam-wiles) ## [Retiring in Greenville, SC? 12 Retirement Misconceptions](https://blog.globalviewinv.com/retiring-in-greenville-sc-12-retirement-misconceptions?hsLang=en-us) [Read More](https://blog.globalviewinv.com/retiring-in-greenville-sc-12-retirement-misconceptions?hsLang=en-us) [Previous](https://blog.globalviewinv.com/author/adam-wiles/page/2) [All posts](https://blog.globalviewinv.com/all) [Next](https://blog.globalviewinv.com/author/adam-wiles/page/4) 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. 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