Adam Caruso Associate Advisor

Adam joined e3 in 2024. He combines his expertise in finance with his passion for client engagement to understand each client’s unique financial circumstances and goals. He believes in lifelong learning and is continually enhancing his knowledge to help clients make informed decisions as they work toward retirement.

Adam graduated from the University of Missouri in 2017 with a degree in finance and a minor in real estate. He continued his education by earning an MBA from Mizzou’s Crosby Program in 2019. He also holds his health, life and accident insurance license.

After spending time in the sales industry, he decided to make the leap into the finance industry after productive conversations with his friends, as well as John Moriarty and Steve Joseph of e3.

Adam lives in Kirkwood, Missouri, with his wife Claire. They married in October 2024 and have a Cavalier King Charles spaniel named Howard. Adam is an avid hockey fan and enjoys spending time outdoors golfing, skiing and taking trips to the Lake of the Ozarks.