Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams Email and Phone Number

Principal & CEO at Jones Lowry - Innovative Life Insurance Solutions @ Jones Lowry - Innovative Life Insurance Solutions
Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams's Location
Miami, Florida, United States, United States
Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams's Contact Details

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams work email

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams personal email

n/a
About Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams

As Principal of Jones Lowry, I work with affluent families and their advisors to design, implement and manage advanced life insurance solutions to address a variety of sophisticated financial needs, including estate planning, wealth transfer, business succession, and tax management. My personal goal is to provide inspiration and clarity as a member of the planning team for our ultra-high net worth clients.Jones Lowry is a national, independent insurance planning firm with offices in Miami, Palm Beach and New York. The firm specializes in working with some of the nation’s wealthiest families and the top echelon of professional advisors to deliver innovative insurance solutions for complex financial needs. Securities Offered through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Jones Lowry is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me, Adam Sendzischew, directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.When I'm not working, you can find me playing golf, running my dogs, helping out in the community, and spending time with my family.

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams's Current Company Details
Jones Lowry - Innovative Life Insurance Solutions

Jones Lowry - Innovative Life Insurance Solutions

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Principal & CEO at Jones Lowry - Innovative Life Insurance Solutions
Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams Work Experience Details
  • Jones Lowry - Innovative Life Insurance Solutions
    Ceo
    Jones Lowry - Innovative Life Insurance Solutions Jan 2024 - Present
    West Palm Beach, Fl, Us
  • Jones Lowry - Innovative Life Insurance Solutions
    Principal
    Jones Lowry - Innovative Life Insurance Solutions Dec 2020 - Present
    West Palm Beach, Fl, Us
  • Jones Lowry - Innovative Life Insurance Solutions
    Senior Director
    Jones Lowry - Innovative Life Insurance Solutions 2018 - Dec 2020
    West Palm Beach, Fl, Us
  • Jones Lowry - Innovative Life Insurance Solutions
    Director
    Jones Lowry - Innovative Life Insurance Solutions Aug 2014 - Nov 2018
    West Palm Beach, Fl, Us
  • M Financial Group
    Member Firm
    M Financial Group Aug 2014 - Present
    Portland, Oregon, Us
    M Financial Group is one of the country's premier financial services design and distribution companies, serving the ultra-affluent and corporate markets through an exclusive network of 140 of the nation’s most successful and innovative financial services firms. M Financial’s Member Firms are independent, but work together toward a common goal: to offer a broad range of solutions designed to help their clients—affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies—meet their financial goals. The firm is driven by core values—innovation, excellence, leadership, collaboration, and advocacy—that deliver significant value to clients.Securities Offered through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Jones Lowry is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me, Adam Sendzischew, directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
  • Jones Lowry Pa
    Vice President
    Jones Lowry Pa Aug 2014 - Sep 2016
    Jones Lowry’s practice focuses on advanced insurance planning and consulting with ultra-affluent families and their advisors throughout the United States. We utilize various financial instruments, including life insurance, to address a variety of financial, legal, tax, and accounting challenges. We work closely with attorneys and CPAs to address estate planning, business succession, retirement income planning, wealth transfer, tax management, and other various issues.Adam’s areas of expertise 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 address problems that arise for these individuals and families.
  • National Planning Corporation
    Insurance And Investment Specialist
    National Planning Corporation Sep 2007 - Jul 2014
    Miami, Florida, Us
  • Park Avenue Securities
    Regisitered Representative
    Park Avenue Securities Aug 2007 - Jul 2014

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams Skills

Leadership Estate Planning Ultra High Net Worth Financial Planners Fixed Annuities Cash Flow Executive Benefits Wealth Preservation Planning Business Estate Tax Planning Insurance Retirement Planning Sales Financial Planning Investments Business Development Tax Strategies Variable Annuities Finance Premium Financing Asset Allocation Strategic Planning Strategy Financial Services Asset Protection Wealth Management Life Insurance Mutual Funds Business Planning Financial Advisor Charitable Giving Strategic Financial Planning Finra High Net Worth Individuals Entrepreneurship Securities Risk Management Financial Goals Marketing Innovative Life Insurance Solutions Disability Insurance Financial Analysis Wealth 401k Plans Succession Planning Management Insurance Planning Trading Gifting Retirement Analysis Series 7 529 Plans Private Placements

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams Education Details

  • Boston University
    Boston University
    Finance Planning
  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    Finance And Operations Management
  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    Law And Management
  • Ransom Everglades
    Ransom Everglades
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Life Underwriter

Frequently Asked Questions about Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams

What company does Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams work for?

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams works for Jones Lowry - Innovative Life Insurance Solutions

What is Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams's role at the current company?

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams's current role is Principal & CEO at Jones Lowry - Innovative Life Insurance Solutions.

What is Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams's email address?

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams's email address is aa****@****wry.com

What schools did Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams attend?

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams attended Boston University, University Of Miami Herbert Business School, University Of Miami Herbert Business School, Ransom Everglades, The American College Of Financial Services.

What skills is Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams known for?

Adam Sendzischew,Mba, Cfp®, Clu, Cepa, Tep, Awma, Aams has skills like Leadership, Estate Planning, Ultra High Net Worth, Financial Planners, Fixed Annuities, Cash Flow, Executive Benefits, Wealth Preservation Planning, Business, Estate Tax Planning, Insurance, Retirement Planning.

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