Meet Adriana Agosto

Meet Adriana Agosto, who recently joined our firm as Client Services Associate.

Adriana has over 13 years experience in banking and finance, working for industry leaders like Wells Fargo, Bank of America and Chase in personal banking and customer service. Her specialty is building lasting relationships with high net worth clients and helping them with their financial needs.

Adriana was born in Miami, Florida. Both of her parents served in the United States Armed Forces, giving her a diverse background due to their overseas assignments. She lived and traveled extensively in Europe and graduated from high school in Germany. Adriana soon plans to transfer to Florida Atlantic University to finish her BA in Business Management.

As a mother of two small children, she enjoys spending time with her family and friends. Her hobbies are traveling, fitness and walks on the beach.

Please take a moment to say hello to Adriana next time you call the office! She looks forward to helping you with all your financial needs.  Adriana speaks both English and Spanish, and can be reached at

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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