Adam Martin, Holistic Planner & Fiduciary

Adam Martin is a Financial Advisor and Holistic Planner for Advanced Wealth Management. He joined the team in 2021 taking on various roles as support staff to other advisors, assisting clients, managing the company’s website and marketing, and coordinating client events. He previously worked as a Product Manager for an internet furniture company where he managed a multi-million dollar portfolio with the focus on growing and optimizing revenue and profits. He graduated from the University of South Florida in 2020 with his Bachelor’s in Finance.

In his free time, Adam enjoys staying active and spending time with his wife, Lea, and his daughter, Adelina.