Our financial advice team

Adam Matthew Goldstein, Financial Advisor serving the Winter Park, FL area - Ameriprise Advisors

Adam Matthew Goldstein

Financial Advisor

Managing Director
Private Wealth Management at Heathrow
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 19 reviews
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EMAIL
PHONE
BUSINESS MOBILE
407.974.4093
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Investments

Education

  • Bachelor of Business Administration, Florida Atlantic University, Boca Raton, FL

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2022
  • Private Wealth Management at Heathrow, Ameriprise Client Experience Award, 2021, 2022. 2023
  • Ameriprise Circle of Success, 2023

Previous experience

  • Director of Wealth Management, Private Wealth Managment at Heathrow - Raymond James, 2013-2020
  • Director of Wealth Management, Private Wealth Management at Heathrow - LPL, 2010-2013
  • Financial Advisor/Manager/Compliance Officer - Ameriprise Financial Services, Inc., 1996-2010

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Private Wealth Management at Heathrow - Community participation photo

I serve as Chairman of the Orlando Health Children’s Foundation which includes Arnold Palmer Hospital for Children and Winnie Palmer Hospital for Women & Babies. I also serve as a Board Member of the UCF College of Nursing Dean’s Advisory Board. As a cyclist, I’m proud to have served as co-chair for Camp Boggy Creek’s annual Challenge Ride. Camp Boggy Creek is a year-round camp for seriously ill children located in Eustis, Florida.

Interests

  • Cycling Enthusiast
  • Indoor Rowing
  • Sports Nutrition
  • Community Ambassador

My photos

3 albums
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Adam Matthew Goldstein may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0F60082

AR License #617663

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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