Adam Sendzischew,MBA, CFP®, CLU, CEPA, TEP, AWMA, AAMS
Go-getter · DISC type dAdam Sendzischew is the Managing Principal at Phylax Legacy Advisors, specializing in complex wealth transfer and estate planning for ultra-high-net-worth families. He integrates life insurance and private placement to create holistic financial architectures. Adam holds an MBA in Finance from the University of Miami, graduating in the top 2% of his class.
A Miami native, Adam is deeply involved in his community, serving on the boards of the University of Miami’s Citizen’s Board and the Estate Planning Council of Greater Miami. He enjoys spending time with his wife and two sons and is also an avid golfer.
Unique fact: Adam focuses on helping families ensure their wealth remains a positive force for both the family and the broader community.
Read the full overview →How Adam shows up
They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.
Topics Adam cares about
Work history
Media appearances
DISC profile (public)
Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
Other Raymond James Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.