Adam Cal Trajan Wealth Fiduciary Advisor, Portfolio Management Group

Adam brings more than 15 years of experience in financial services, helping clients navigate complex markets and plan for their long-term goals. He began his career with Wells Fargo in 2009, advancing from banker to Financial Advisor supporting branches across the greater Seattle area. In 2021, he joined Merrill Lynch Wealth Management as an Assistant Vice President and Senior Financial Advisor, where his team was recognized by Forbes as one of the “Best-in-State Wealth Management Teams” in 2023 and 2024. In 2025, Adam relocated to Scottsdale, Arizona, and joined Trajan Wealth as a Portfolio Manager.

Adam earned his Bachelor of Arts in Business Administration, magna cum laude, from Washington State University and is pursuing a Master of Finance degree at Georgetown University. He is fluent in Polish and Spanish.

Outside the office, Adam is an avid outdoorsman who enjoys hiking, fishing, hunting, golfing, and a variety of other sports. He also holds a purple belt in Brazilian Jiu-Jitsu, a discipline he values for its balance of mind, body, and spirit. Above all, he enjoys time spent with his wife, Haronid.

Adam's Hometown
Seattle, Washington

Favorite Food
Polish food

Favorite Sports Team
Seattle Seahawks football, Seattle Mariners baseball, and Newcastle United futbol (soccer).

Quote
“We are what we repeatedly do, therefore, excellence is not an act, but a habit.”~ Aristotle

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