Adam Vega, CFP®WEALTH ADVISER
Adam empowers high-net-worth individuals by guiding them to making informed and measured financial decisions. He specializes in the financial needs of doctors, business owners, serial entrepreneurs and aviation professionals.
Adam is renowned for his financial comprehension, and ability to educate individuals to take charge of their financial security, legacy and lifestyle. A key element to his approach is that he continues refining solutions that reflect the evolving market conditions. Adam believes personalized service, in addition to respect and understanding, is essential when matching clients with the right financial strategies and services.
Adam holds the Florida Insurance License (FL-215) and securities registrations: Series 6, Series 7 and Series 65. He is actively involved with the National MS Society and is one of the founders of the MS Young Professionals group of South Florida.
Prior to joining United Capital Financial Advisers, Adam was an Investment Advisor at John Hancock. He graduated from Florida International University with Bachelor’s degree in finance. He also completed the CFP® Professional Education Program at the University of Miami.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.