Adam D. Sendzischew
Adam D. Sendzischew is a Principal at Jones Lowry specializing in advanced life insurance strategies. Adam applies a global perspective and our values-driven approach to help integrate all aspects of his clients’ wealth planning. For almost a decade, Adam has worked with high net worth clients and their professional advisors to provide value-added planning solutions. Before joining Jones Lowry, he was a senior advisor with National Planning Corporation, a national financial planning firm.
Adam’s areas of experience 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’s degree in Finance and Law before earning both an MBA in Finance and Operations Management. He is a Certified Financial PlannerTM (CFP®), a Chartered Life Underwriter® (CLU®), an Accredited Wealth Management Advisor® (AWMA®), and an Accredited Asset Management Specialist® Advisor (AAMS®). He holds the international planning designation (TEP) from the Society of Trust and Estate Professionals and had his Project Management Professional (PMP) designation from the Project Management Institute for the period 2006 through 2013.
He sits on the boards of Miami’s Citizen’s Board, The Florida Foster Care Review Board, and the Estate Planning Council of Greater Miami.
