Adam Sendzischew specializes in solving the unique puzzles faced by the world’s most successful families. With a focus on ultra-high-net-worth wealth transfer, Adam integrates complex life insurance concepts and private placement as part of holistic estate plans. His work is about more than mitigating risk; it is about enhancing the architecture of wealth to help ensure it remains a force for good for the family and the community. 

A graduate of the University of Miami (Top 2%) with an MBA in Finance, Adam holds a multitude of designations and affiliations that help him to collaborate seamlessly with a client’s legal and tax advisors, including:

• • CERTIFIED FINANCIAL PLANNER®
  • Chartered Life Underwriter (CLU®)
  • Accredited Wealth Management Advisor (AWMA®)
  • Accredited Asset Management Specialist Advisor (AAMS®)
  • Member, Society of Trust and Estate Professionals (STEP)
  • Certified Exit Planning Advisor (CEPA)

Adam’s approach is defined by a global perspective and an unwavering commitment to values-driven planning. Adam bridges the gap between sophisticated financial engineering and the human element of legacy.

His commitment to the long-term stewardship of family heritages earned him recognition on the Forbes and SHOOK Research list of Top Financial Security Professionals, ranking #5 Best-in-State (Florida – South) and #50 nationwide. This accolade underscores his focus on helping preserve family assets across a multi-generational horizon, helping to maintain structural frameworks so they remain sound as they transition to future generations.

CA Insurance License #0G10478

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.

2026 Forbes Best-in-State Financial Security Professionals The Forbes ranking of the Top Financial Security Professionals Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, evaluating thousands of professionals who are properly licensed to sell life insurance and annuities in categories including: production/premiums, death benefits and assets under management, client persistency rates, providing a full client service model & planning process. FSPs must have at least 7 years of experience, be nominated by their current firm, and have an acceptable compliance record. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of July 2026): Out of over 19,402 nominations, based on thresholds, 1,883 professionals received the award (the amount in each state varies based on populations). This ranking is based upon the period from 12/31/2024 to 12/31/2025 and was released on 7/09/2026. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Compensation provided for using the rating. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange this award. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/best-in-state-financial-security-professionals for more info.

2026 Forbes America’s Top Financial Security Professionals The Forbes ranking of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, evaluating thousands of professionals who are properly licensed to sell life insurance and annuities in categories including: production/premiums, death benefits and assets under management, client persistency rates, providing a full client service model & planning process. FSPs must have at least 7 years of experience, be nominated by their current firm, and have an acceptable compliance record. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of July 2026): Out of over 19,402 nominations, based on thresholds, 100 professionals received the award (the amount in each state varies based on populations). This ranking is based upon the period from 12/31/2024 to 12/31/2025 and was released on 7/09/2026. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Compensation provided for using the rating. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange this award. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/best-in-state-financial-security-professionalsfor more info.