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Our financial advice team


Adam Neelly, Financial Advisor serving the Franklin, TN area - Ameriprise Advisors

Adam Neelly

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
ClearTrust Wealth Advisors
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 6 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Social Security Retirement Benefits
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Master of Science in Business Administration, Finance, University of Memphis, Memphis, Tennessee
  • Bachelor of Business Administration, Financial Economics, University of Memphis, Memphis, Tennessee

Interests

  • My passion is spending time with family and friends.
  • Outside of the office, you will typically find me hanging out with my wife, Kate, and our daughter, Ginny. Living just south of Nashville, I am always looking to try out new cuisine around the Nashville area. I would love to connect for a meal and try out a new restaurant!
  • I enjoy keeping up with the latest sports news, attending local sporting events, and playing basketball.
  • I threw the Shot-put and Discus at the University of Memphis, so I am passionate about working with local high school kids to help them perform at the highest level. I currently coach at Page High.