Adrian Lorenzo has worked with high-net-worth clients for more than two decades. Having joined Raymond James in 2021, he serves as Financial Advisor, collaborating with clients in guiding them throughout each phase of their financial life-cycle. By delivering an attainable financial plan, Adrian helps his clients clarify the path to their financial goals.
Prior to his role at Raymond James, Adrian served as Vice President for Wells Fargo Advisors where he provided investment advice to clients and conducted in-depth reviews of clients’ financial needs and future goals.
For more than 20 years, Adrian provides personalized retirement planning that includes guiding individuals with 401k, IRA & IRA Rollover planning, investment strategies, life insurance and long-term care. In addition, he provides investment selection and asset allocation guidance, including stocks, mutual funds, bonds, annuities, lending services, employee stock benefit programs including 10b5-1 plans for corporations, in addition to establishing company retirement plans.
Adrian graduated with a B.A. in Finance and International Business from Florida International University located in Miami, Florida. He has earned the industry designations of Chartered Retirement Plans Specialist (CRPS®), Accredited Domestic Partnership Advisor (ADPA®) and Retirement Income Certified Professional (RICP®).
Adrian is passionate about his community and the environment, especially the preservation and development of green spaces. In June 2021 he was reappointed to the Miami-Dade County Parks, Recreation and Open Spaces Citizens Advisory Committee. In addition, he serves as a board member of the Miami-Dade Police Department-Intracoastal District Citizens Advisory Committee.
A resident of Miami, he enjoys the outdoors and traveling to new and interesting places. One of his favorite destinations in Southeast Asia include Cambodia, Thailand and Vietnam.
Raymond James is not affiliated with the above organizations and/or charitable causes.