Adam Daniels
Client Account Manager
Adam recently graduated locally from FGCU in Finance and Financial Services, which makes him perfect for the role of managing client accounts. His goal with going into finance was to be able to help people on a deeper level and is very kind and supportive.
Adam was born and raised in Cape Coral, enjoys golfing and fishing in his free time and has a steady relationship with his girlfriend. We love having a true local with a financial education helping us in the office—he is full of fresh ideas and brings a sense of balance to Waterstone's community.
Experience something completely different.
Engineer a retirement that works.
12597 New Brittany Blvd, Fort Myers, FL 33907
239-288-0977
ADVISORY DISCLOSURE
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Waterstone Financial Advisory is an SEC registered investment adviser located in the State of Florida. Waterstone Financial Advisory only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered and sold through Waterstone Financial and individually licensed and appointed insurance agents.
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