Adam McHenry, CFA, MBA - Raymond James Ltd.

Personalized wealth & financial planning - helping successful families invest their wealth. Adam joined Raymond James in 2020 after spending 12 years growing a successful Financial Advisor practice that is structured so his clients get proactive, per...

Personalized wealth & financial planning - helping successful families invest their wealth. Adam joined Raymond James in 2020 after spending 12 years growing a successful Financial Advisor practice that is structured so his clients get proactive, personalized financial advice that provides life-long security and peace of mind. As a Chartered Financial Analyst and Registered Representative, Adam brings a depth of knowledge and experience to his clients. With two decades of professional experience, he's helped hundreds of people reach their personal finance goals and currently manages a discretionary portfolio with approximately $230 million in assets. Adam is also registered in the U.S. and can assist clients with cross-border financial needs. When he's not managing portfolios, Adam is deeply engaged in his community and family.