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Adam Whitesell, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

Adam Whitesell

CFP®, CRPC, APMA, CEP®

Private Wealth Advisor

Managing Director
Inspired Capital
18
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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

Qualifications

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

Education

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

Awards & recognition

  • Inspired Capital, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • AdvisorHub Fast Growing Advisors to Watch, 2023
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Five Star Wealth Manager, 2019, 2023
  • Inspired Capital, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success, 2010, 2012, 2014 - 2023
  • AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Forbes Top Next-Generation Wealth Advisors, 2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.”

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).