Adam Bernard

Partner

Adam Bernard began his career with Equitable Advisors in 2016. He has obtained FINRA Securities Registrations Series 7, 24, and 66, as well as his Life, Health, and Variable Annuity Insurance Licenses.

Adam's goal is to help individuals, families and business grow financially by leveraging his specialization in retirement planning and asset management strategies. His professional approach offers a thorough analysis of goals, priorities and resources to develop a customized strategy for each of his clients. The result is a portfolio of solutions with the potential to start his clients on their way toward achieving financial success. Maintaining a strong sense of community and family is very important. Adam currently serves on the board for the Orange County Police Athletic League (PAL). When Adam is not helping his clients reach their goals, he enjoys spending time with family and being out on the golf course.

The approach of Wealth Management Strategies is to help you build a plan that is custom-tailored to your personal goals, needs and individual situation. Adam's team will help you to focus on what's most important to you, to pinpoint your financial objectives, and to identify specific strategies to help you strive toward turning your dreams into realities.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealth Management Strategies of Central Florida is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 407-926-2540
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