Adam Goldstein

Chief Operating Officer, PWM
Financial Advisor, RJFS

Adam

Adam has been in the financial services industry since 1996. While managing a successful practice with American Express Financial Advisors, and subsequently with Ameriprise Financial Services, he also served as a compliance officer supervising over 40 financial advisors.

He currently serves as Private Wealth Management’s chief operating officer and manages the day to day operations of the firm. As director of wealth management, he is responsible for portfolio construction and the ongoing maintenance of client investment allocations.

Adam and his wife, Geri, reside in Seminole County with their two children: Whitney and Baden. In addition to family time, Adam is a competitive cyclist. He enjoys the thrill and challenge of racing, goal setting and goal achievement.

The Goldstein's are avid fundraisers for Camp Boggy Creek, a year-round camp for seriously ill children located in Eustis, Florida. Additionally, they are instrumental in the execution of Arnie's March against Children's Cancer. Adam serves as a Board Member on the Arnold Palmer Medical Center Foundation.

Raymond James is not affiliated with Camp Boggy Creek, Arnie's March against Children's Cancer or the Arnold Palmer Medial Center Foundation.

Who We Are


In The News

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How to Gift Like a Billionaire

January/February 2016- Private Wealth Management Financial Advisor Lauren Wright

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Your Money or Your Life

September/October 2015- Private Wealth Management President Patrick Buchanan

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The Joy and Pain of Bubbles

May/June 2015- Private Wealth Management President Patrick Buchanan

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Alchemy 101

March/April 2015- Private Wealth Management President Patrick Buchanan

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The Complexities of Becoming Simple

July 2014- Private Wealth Management President Patrick Buchanan

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Making the Marks

May/June 2014- Private Wealth Management President Patrick Buchanan

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The Habit Loop

March/April 2014- Private Wealth Management President Patrick Buchanan

Private Wealth Management included in Orlando Business Journal's list of top 25 philathropic companies

November 2013

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When the Music Stops

Mar/Apr 2013- Private Wealth Management President Patrick Buchanan

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Lake Mary Life: Weather Investing

Jan/Feb 2013- Private Wealth Management President Patrick Buchanan’s,

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Lake Mary Life: Watching the Sunset

Nov/Dec 2012- Private Wealth Management President Patrick Buchanan’s,

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