Adam Nibert Bio Photo

Adam Nibert, CFP®

Wealth Management Consultant
Wealth, Retirement & 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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.