Adam Goldstein 2018-03-08T21:18:57+00:00

Adam M. Goldstein
Chief Operating Officer, PWM
Financial Advisor, RJFS

I’m proud to be part of a highly collaborative and competent team. I have over 20 years of industry experience and responsible for portfolio construction and the ongoing maintenance of client investment allocations.

Currently, I serve as Private Wealth Management at Heathrow’s Chief Operating Officer and manage the day to day operations of the practice.

I’m happily married to my wife, Geri and reside in Seminole County. I have two children: Whitney and Baden. In addition to family time, I’m a cycling enthusiast and compete as an amateur. I also enjoy indoor rowing, running and sports nutrition.

I serve as a Board Member for the Arnold Palmer Medical Center Foundation and participate in several hospital initiatives. As a cyclist, I’m proud to co-chair Camp Boggy Creek’s annual Challenge Ride. Camp Boggy Creek is a year-round camp for seriously ill children located in Eustis, Florida.

Raymond James is not affiliated with the Arnold Palmer Medical Center Foundation or Camp Boggy Creek.

Phone: 407.804.1444
E-mail: info@privatewealthmgmt.com


Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Private Wealth Management at Heathrow is not a registered broker/dealer and is independent of Raymond James Financial Services.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner ™ and federally registered   in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.