Adam helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, he provides timely, accurate and meaningful answers to our clients' questions and makes sure their needs are always his first priority.
He is a Wealth Management Specialist and has more than 16 years of experience in key disciplines such as financial planning, investment management and asset allocation. Adam holds Series 7, 8, 63 and 66 licenses and has extensive financial markets experience with stocks, bonds, options and futures.
Before joining Raymond James in 2007, Adam served as operations manager at Morgan Keegan, premium services representative/team leader at Fidelity Investments, and commodities and futures trader in the home office of Lind-Waldock & Co.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.