Advisor profile


My approach

Adam Skonicki - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Adam Skonicki - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Florida Life Including Variable Annuity & Health

Education

  • University of South Florida
  • BS in Finance
  • Tampa, FL

Interests

* I believe the most important things in life are Faith, Family, Health and Financial Independence.

Community participation

  • Saint Petersburg Catholic HS Men's Soccer Volunteer Coach
  • Tampa Bay Frogman Swim Ambassador
  • Great American Teach In

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.