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. 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.