Client Service Specialist
A Client Service Specialist with Moran Wealth Management®, Adam is a graduate of Florida State University where he earned his MBA. He also completed his BA in Finance from Stetson University in DeLand, Florida. Adam passed the CFP® examination in summer of 2022 and he is currently completing the required experience to become an active Certified Financial Planner™.
As part of his role, Adam is committed to upholding Moran’s standard of excellence in his role by building on existing client relationships while forging new ones. This includes overseeing existing client relationships through the processing and resolving of related inquiries and verifying that key client information and documentation are up to date. In addition to conducting pro-active outreach to existing clients to facilitate better overall experiences, Adam also assists in the onboarding of new accounts.
Born and raised in Naples, Moran Wealth Management® is a homecoming of sorts for Adam. A true Neapolitan, he considers fishing on a boat to be his favorite pastime. However, family is the one thing that Adam treasures most, surrounded by seven brothers and sisters.