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Our financial advice team


Adam Whitesell

Adam Whitesell

CFP®, CRPC®, APMA®, CEP®

Private Wealth Advisor

Managing Director
Inspired Capital
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Insurance
  • Charitable Giving
  • Domestic Partner Planning
  • Saving for Education

Interests

The short list of things I enjoy- friends and fellowship, excellent restaurant chefs, cooking, sunny weather, urban development, golf, tennis, football games, microbrews, island travel, sociology, financial markets theory, great movies, stand up comedy, and outdoor activities. My clients are a huge part of my life, and I cannot begin to tell you how much I enjoy working with them!

Most of all, I love my son Zayne, my daughter Adalyn, wife Zoe and our dog, Sampson (golden-pyrenees).

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2010, 2012, 2014 - 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA℠ Accredited Portfolio Management Advisor
  • CRPC® Chartered Retirement Planning Counselor℠
  • CEP® Certified Estate Planner™

Education

  • University of North Carolina at Chapel Hill, BS Economics, 2006

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”