Leveraging The Expertise Of The Raymond James Corporate Office

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.