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
Adam is a life-long native of Florida and enjoys doing DIY projects around the house.
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.