Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Adam Pearsall

Senior Vice President–Wealth Management

Financial Advisor

Adam, his wife Sara, daughter Mckenna, and son Noah live in Queensbury with their two Siberian Huskies.    A North Country native, Adam believes strongly in giving back to his community with his time, talent, and treasure; he is a past Chair of the Board of Trustees of the Silver Bay YMCA and currently serves on the board of the Adirondack North Country Association (ANCA) and is Vice President of the Glenn and Carol Pearsall Adirondack Foundation.  Other organizations he is involved with include the Warren County Amateur Radio Club (founding member, past President, past Board Chair, currently providing communications for local events such as the Adirondack Distance Festival, Hudson River Whitewater Derby, and Ironman Lake Placid), Lower Adirondack Search and Rescue (LASAR, volunteer searcher), and Siamese Ponds Trail Improvement Society (trail steward and sawyer).  Adam is a licensed New York State Guide and enjoys recreating outdoors with family, cross country and telemark skiing, hiking, flatwater and whitewater canoeing.  He enjoys continuing the family tradition of maple sugaring every other spring.

Adam graduated from Colby College in 1998 with a B.A. degree in geology. He holds Series 7 and 66 securities licenses as well as life, health, and long-term care insurance licenses. In June of 2008 he obtained the CERTIFIED FINANCIAL PLANNER™ certification and in 2013 obtained the UBS Portfolio Manager designation and in 2016 obtained the Senior Portfolio Manager designation.

National Producer Number 8172015, CA Insurance Number 4213349

 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IN
  • MA
  • MD
  • ME
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Philanthropy
Legacy planning
Retirement planning
Multi-generational families
Entrepreneurs
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801

Email Me

adam.pearsall@ubs.com
Adam Pearsall
One Broad Street Plaza,Glens Falls,NY,12801

Melissa Battiste

Senior Wealth Strategy Associate

As the team’s Senior Wealth Strategy Associate, Melissa is responsible for financial planning, but is also adept at handling market orders from clients and rebalancing client portfolios as per client authorizations. She joined the Pearsall Wealth Management in 2004 and holds all the necessary securities and insurance licenses. Melissa attended Siena College where she graduated magna cum laude with a B.S. in finance. While at Siena, Melissa held several internships including one with the UBS, Albany, NY, office. Melissa resides in Queensbury with her husband Frank, daughters London and Lilyana and their beagle Bella.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • NJ
  • NY
  • PA
  • TN
  • VT

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Multi-generational families
Women investors
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801

Email Me

melissa.battiste@ubs.com
Melissa Battiste
One Broad Street Plaza,Glens Falls,NY,12801

Tara Johnson

Client Associate

Tara has recently joined the team in November 2020 as a Client Service Associate. She graduated from Penn State Behrend in 1999 with a B.S. in psychology. She resides in Queensbury with her husband Steve and their children Caleb, Abigail, and Steven. Tara and her family enjoy many activities the North Country has to offer, including hiking with their mini australian shepherd Addie, boating, camping, and skiing. She looks forward to getting to know clients and build relationships here at Pearsall Wealth Management.

One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801

Email Me

tara-za.johnson@ubs.com
Tara Johnson
One Broad Street Plaza,Glens Falls,NY,12801