Adil Mohammed, CFP®, CIM®, FCSI®

Wealth Advisor

Adil’s drive for high achievement was honed early. That’s what growing up in a family of doctors, and as the younger of two brothers, will do for you.

“I was taught that whatever you do, you should always try to excel to the limit of your capability. So I have always wanted to be in control and fulfill my own destiny. Like our manifesto says at Surround Wealth Advisors, ‘Be anything, but be the best.’”

At axe-throwing, for example – a team-building exercise in which, according to reports, Adil was especially competitive. In the wealth management world, it means Adil will do everything he can to continually improve his level of expertise to even better solve clients’ most complex problems.

“It’s important to be the best, but there is no success without having fun at work and in life overall.”

Adil Mohammed playing tennis

Expertise is critical, to be sure. And so are relationships. “Our vision is to have a close personal and professional connection with every one of our clients. When you have a deeper level of relationship and even friendship with a client, that’s when you can provide the most profound advice.”

Close connections are one aspect of his worldview that, while it’s important to be the best, there is no success without having fun at work and in life overall.

Adil has been a huge sports fan since childhood, when he grew up playing soccer and tennis with his brother. “That competitive streak has me always wanting to go beyond for myself, my partners and most important of all, my clients. How can we ‘wow’ them? How can we improve their experience? It’s right there in our mission: We’re not just thinking about the next day. We’re thinking about the next level.”

Meet the entire Surround team