Adam McKay
CPA / Financial Adviser
- Role
- Investment Adviser Representative at Cetera Financial Group
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Adam McKay
My professional experience and background includes accounting, tax planning and…
Experience
Investment Adviser Representative
Dec 2010 — Present · Tampa, FL, US
Investment Advisory Services relating to brokerage accounts, including review of current portfolio and advice regarding investment selection, portfolio allocation and diversification, tax considerations and other investment related services. Fee based asset management.
Education
University of South Florida
Master's, Accounting
2003 — 2005
University of South Florida
Bachelor's, Accounting
1999 — 2003
Skills
- Finance
- Management
- Investments
- Tax
- Financial Planners
- Retirement
- Strategic Financial Planning
- Mergers & Acquisitions
- Income Tax
- Retirement Planning
- Accounting
- Mutual Funds
- Tax Preparation
- Financial Analysis
- Insurance
- Asset Management
- Financial Accounting
- Financial Planning
- Cpa
- Financial Reporting
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