Director of Financial Planning and Investments
Adam is a licensed Investment Advisor Representative with a bachelor’s degree in finance and a concentration in Financial Services from FGCU. He recently became a Certified Financial Planner® and withholds the strict Fiduciary standards of conduct and code of ethics of the CFP® Board.
Adam was born and raised in SWFL, enjoys golf and fishing, is in a committed relationship, and has a Golden Doodle named Bunny.
12597 New Brittany Blvd, Fort Myers, FL 33907
239-288-0977
ADVISORY DISCLOSURE
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Waterstone Financial Advisory is an SEC registered investment adviser located in the State of Florida. Waterstone Financial Advisory only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered and sold through Waterstone Financial and individually licensed and appointed insurance agents.
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