Adam Masterson | Wealth Manager

Adam works with individuals and families to help them make informed financial decisions and stay aligned with their long-term goals. He focuses on building thoughtful financial plans, constructing portfolios, and maintaining ongoing relationships that adapt as clients’ needs evolve.

Before joining the team, Adam served as a financial advisor at a large independent advisory firm in Florida, where he partnered directly with clients to develop personalized investment strategies and comprehensive plans. His experience also includes earlier roles supporting client service and operations, giving him a well-rounded understanding of both the planning process and the day-to-day needs of clients.

In his current role, Adam contributes to portfolio design, asset allocation decisions, and the ongoing review of client plans to help ensure they remain aligned with changing priorities and market conditions.

Adam is a CERTIFIED FINANCIAL PLANNER^® professional and holds the SE-AWMA® designation, with specialized knowledge in working with professional athletes and individuals in the entertainment industry. He also holds a Series 65 license. He earned his MBA with a concentration in finance from Florida State University and a bachelor’s degree in finance from Stetson University, where he participated in a student-managed investment fund.

Adam lives in Naples with his wife and daughter.