Adam Daniels

Director of Financial Planning and Investments

Adam is a Certified Financial Planner® and upholds the strict Fiduciary standards of conduct and code of ethics of the CFP® Board. Adam is an Investment Advisor Representative (IAR) with a bachelor’s degree in finance and a concentration in Financial Services from FGCU. He approaches financial planning like a complex puzzle—each piece of data revealing part of a bigger picture. For him, it is all about strategy and precision, where solving problems through process-driven insight is the ultimate win.



Adam was born and raised in SWFL, enjoys golf and fishing, is in a committed relationship, and has a Golden Doodle named Bunny.