Adam Anderson, CFP®, CRPC in

Adam Anderson, CFP®, CRPC

Examiner · DISC type cs
State Representative HD-57 at Florida House of Representatives
📍 Tampa, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
21 Years
Current Role
State Representative HD-57
Job Level
Junior
Location
Tampa, Florida, United States
Personality Overview

How Adam shows up

Overcautious
Process Oriented
Tough To Convince

The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Adam cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2022
State Representative HD-57
Florida House of Representatives
9-2017
Managing Partner - CEO
MRA Capital Partners, LP
5-2017
Director of Alternative Investments & Private Wealth Advisor
MRA Advisory Group
6-2004 - 4-2017
Financial Advisor | Managing Director
Morris Retirement Advisors - A private wealth advisory practice of Ameriprise Financial Services Inc
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2005
Business
Florida State University
1996 - 2001
Education details unavailable
Admiral Farragut Academy
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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