A Client Relationship Manager with Moran Wealth Management®, Adam Masterson 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™.
Adam is committed to upholding Moran Wealth’s standard of excellence in his role by proactively engaging with clients to facilitate meetings, address needs, and introduce additional solutions such as digital tools, cash management options, and holistic wealth strategies. He stays up to date with market trends, investment opportunities, and regulatory changes to provide timely and relevant insights that support each client’s evolving financial needs.
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.
