Adam Nibert, CFP®
Wealth Management Consultant
Wealth, Retirement & Portfolio Solutions
Joined Raymond James & Associates in 2004; over 18 years industry experience
Areas of expertise - Financial Planning, Federal Income Tax, Estate Planning, Use of Financial Planning Software, Training and Development
Degrees / Designations / Licenses:
- Bachelor's degree in Finance from the University of South Florida
- Accounting degree from the University of South Florida
- Masters of Business Administration from the University of South Florida
- Certified Financial Planning (CFP®) certification
- Series 7
- Series 63
- Florida Life & Variable Annuity License
Adam is a life-long native of Florida and enjoys doing DIY projects around the house.
