Adam Masterson
Client Relationship Manager @Moran Wealth Management®
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WORK HISTORY
Client Relationship Manager @Moran Wealth Management®
EDUCATION
Florida State University
Master of Business Administration - MBA
Stetson University
Bachelor of Business Administration - BBA, Finance and Financial Management Services
ABOUT ADAM MASTERSON
I was born and raised here in Naples, Florida, and have deep ties to the local community. I attended Stetson University, where I graduated in 2022 with a degree in Finance and a concentration in Certified Financial Planning. While at Stetson, I was a Portfolio Manager for the student-managed Roland George Investment Program and a member of the university’s football team. After completing my undergraduate studies, I earned my MBA from Florida State University. I then returned to Naples and began my career at Moran Wealth Management, where I currently serve as a Financial Consultant. I have earned the CFP® and SE-AWMA® designations and am committed to providing thoughtful, personalized guidance to clients and their families.
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