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Adam Dekel, Financial Advisor

FINANCIAL ADVISOR
Adam Dekel

CEPA®
1101 Brickell Ave Suite N1003, Miami, FL 33131opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Physicians
  • Corporate Executives
  • Business Retirement Plans
  • Insurance & Annuities
  • Charitable Giving

About Adam

After spending 15 years advising institutional asset managers and executing trades on their behalf, I decided I needed a new challenge and purpose. I wanted to work directly with the end client: the individual investor and business owner. That's why I became a financial advisor.

I chose Edward Jones because it presented an opportunity to establish a business that I knew would enable me to most effectively work with my clients to help them organize, build and protect wealth over the long term.

I do this by utilizing an established process to forge meaningful relationships and discover what is most...

Work History

  • Edward JonesApril 2022 to Current
  • Kepler Capital Markets, Inc.February 2015 to April 2022

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Villanova UniversityBachelor of Business Admin

Personal Interests

  • Triathlons
  • Surfing
  • Martial Arts
  • Traveling
  • Tennis

Send Me a Message

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Office Information

Phone

(305) 670-0210

Fax

(800) 640-9769

Office Address

1101 Brickell Ave Suite N1003
Miami, FL 33131opens in a new window

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