For more than 25 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. Adam attended the University of South Florida, where he earned a bachelor’s degree in finance and accounting and his MBA. 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 is a native Floridian and lifelong Florida resident.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with any of the companies mentioned.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.