Adam D. Sendzischew

Adam D. Sendzischew

MBA, CFP®, CLU®, TEP,
AAMS, AWMA, CEPA

Principal

ads@joneslowry.com  | 305.608.5008

Adam D. Sendzischew is a Principal of Jones Lowry specializing in advanced life insurance strategies. Adam applies a global perspective and a values-driven approach to help integrate all aspects of his clients’ wealth planning. Adam works with high net worth clients and their professional advisors to provide value-added planning solutions.

Adam was named one of the Forbes Shook 2021 Top Financial Security Professionals. Adam’s areas of focus include advising ultra-high net-worth families, both domestic and international, and their professional advisors on wealth transfer strategies, using innovative life insurance concepts as well as offshore Private Placement Life Insurance and Annuity products to help solve the unique needs of ultra-high-net-worth individuals and families.

Adam graduated in the top 2% of his class at the University of Miami with a bachelor’ degree in finance and law before earning an MBA in finance and operations management. He is a Certified Financial Planner™(CFP®), a Chartered Life Underwriter (CLU®), an Accredited Wealth Management Advisor (AWMA®), and an Accredited Asset Management Specialist Advisor (AAMS®). He holds the prestigious international planning designation (TEP) from the Society of Trust and Estate Professionals and the Certified Exit Planning Advisor (CEPA) designation. Adam sits on the boards of the University of Miami’s Citizen’s Board, The Florida Foster Care Review Board, and the Estate Planning Council of Greater Miami.

CA Insurance License #0G10478