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Nathan Adams

CWS®
Financial Advisor

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As a Certified Wealth Strategist®, Nathan Adams, has been building relationships and working with clients on their financial planning needs for over 10 years.  A proud seventh-generation Floridian, Nathan appreciates all that the Sunshine State has to offer. He earned his B.S. in Finance from Florida State University.  Nate ‘s mission is to make a difference in the lives of those he serves and that is what makes him a perfect fit to the Allen & Company team of Financial Advisors.

Nathan learned from the family Citrus business, founded by his great grandfather, many valuable life lessons.  Guiding principles and discipline were further enforced through the scouting program where he achieved the status of Eagle Scout.

Community remains an integral part of his life as a fourth-generation Polk County resident.  Currently, he is serving on the boards of The United Way Tocqueville Society, Frostproof Care Center, and the Gulf Ridge Council Eagle Scout Board of Review.  Nathan has also been an active member of the Rotary Club of Winter Haven for more than 10 years, and a graduate of Leadership Winter Haven class 34.

In his leisure, Nathan can be spotted near the water where he enjoys both fishing and diving.  He is also an avid golfer.  The time he values most however, is the time spent building lifelong memories with his wife Emma in their family home in Winter Haven.

He holds his Series 7 and 66 registrations with LPL Financial.  He also holds his life, health and variable annuities insurance licenses.

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