Adam Skarbek, President and Portfolio Manager, has 25 years experience in the financial services industry. He received his bachelor’s degree in business administration from Jacksonville University, where he was recognized as a top student athlete. Adam began his professional career with Morgan Stanley Dean Witter, where he specialized in investment management and retirement planning. Upon leaving Morgan Stanley, Adam transitioned into banking, working as a Private Banker and Mortgage Loan Officer for two of the largest banks in the country. Throughout his career, Adam has provided full service banking and wealth management solutions to high net worth clients by analyzing their sophisticated investment, insurance, credit, wealth accumulation, preservation and transfer needs. He brings a diverse, client-focused background to the insurance industry and works closely with his clients to provide the needed protection and solutions for their unique needs.
Office Number (321) 254-5780
Cell Phone Number (321) 917-1780
Fax Number (888) 466-8050