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Adam M

ChFC®, Series 63, Series 66

Muncie, IN

Bankers Life Advisory Services, Inc.

Adam Mc Henry is a financial advisor with Bankers Life Advisory Services, Inc. He holds a ChFC® designation and Series 63 and 66 licenses, and has 18 years of industry experience. Since 2006, he has been associated with Bankers Life and Casualty, Inc., where he also works as an insurance agent specializing in non-variable insurance and annuity products, including equity indexed annuities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes fundamental, technical, and cyclical analysis methods to create tailored asset allocations and offers a range of investment strategies across various securities.

Wealth management Retired
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Robert D

ChFC®, Series 63

Muncie, IN

Bankers Life Advisory Services, Inc.

Robert Donati is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® and Series 63 designations and having 27 years of industry experience. He has been associated with various Bankers Life entities since 1973 and serves as a board member of Muncie Endurathon, Inc., a charitable athletics organization. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to create tailored portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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