Wealth Planning, Global Wealth Solutions
For more than 20 years, Adam has provided clients with carefully considered financial guidance in the management of their wealth. He specializes in financial planning, federal income tax planning and estate planning. He is a Certified Financial Planner™ professional and holds Series 7 and 63 securities licenses, as well as Florida life and variable annuity licenses. Adam attended the University of South Florida, where he earned an MBA and a bachelor’s degree in finance and accounting. He is a native Floridian and lifelong Florida resident.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements