Adirondack Trust Company
Samer Taki is a seasoned financial professional currently serving as Vice President and Wealth Management Advisor at Adirondack Trust Company since May 2023. Prior to this role, Samer held the position of Financial Advisor at Merrill Lynch Wealth Management from July 2018 to May 2023, and served as an International Client Advisor at Morgan Stanley from July 2014 to July 2018. Earlier in the career, Samer worked as a Financial Advisor at Silversea Asset Management from July 2012 to July 2014. Samer holds a Bachelor of Arts in Economics from The George Washington University and a Master of Science in Finance from American University.
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Adirondack Trust Company
Welcome to the Adirondack Trust Company. We’re a local, independent, employee-owned bank, and we go above and beyond to create solutions for people, businesses and our community. Ask us about our innovative and personalized products—and expert consultation—in banking, insurance, risk management as well as wealth management. We’re dedicated to providing a comprehensive and diversified approach to your financial services needs. Trust us to be your lifetime financial partner, helping to manage all aspects of your financial life. Our specialties include: Personal Banking, Business Banking, Online Banking, Mobile Banking, Home Loans, Personal Loans, Business Loans, Commercial Real Estate Loans, Treasury Management, Insurance, Risk Management and Wealth Management Services. Member FDIC/Equal Housing Lender.