Adam Sendzischew,MBA, CFP®, CLU, CEPA, TEP, AWMA, AAMS in

Adam Sendzischew,MBA, CFP®, CLU, CEPA, TEP, AWMA, AAMS

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Financial Professional at Raymond James
📍 Miami, Florida, United States

Adam 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.

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Current Role
Financial Professional
Location
Miami, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Adam cares about

Wealth Transfer
Specializes in solving complex wealth transfer challenges for ultra-high-net-worth families, a core focus of his professional practice.
Holistic Estate Planning
His work involves integrating life insurance and private placement into comprehensive estate plans, as highlighted in his professional summary and recent posts.
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Career

Work history

8-2025
Financial Professional
Raymond James
1-2024
CEO
Jones Lowry - Innovative Life Insurance Solutions
1-2024
CEO
Phylax Legacy Advisors
12-2020
Principal
Jones Lowry - Innovative Life Insurance Solutions
12-2020
Principal
Phylax Legacy Advisors
In the press

Media appearances

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Education
2013 - 2014
Certificate in Financial Planning
Boston University
2005 - 2007
Master of Business Administration (M.B.A.)
University of Miami Herbert Business School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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