Leveraging the Expertise
Of Raymond James Professionals

Adam Nibert

ADAM NIBERT, CFP®

Wealth Management Consultant
Wealth Management & 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.

Our connection begins at the intersection of your life and wealth.