Adam Leavitt

Adam Leavitt Email and Phone Number

Wealth Manager at Castlepoint @ Castlepoint Wealth Advisors
Adam Leavitt's Location
Tulsa, Oklahoma, United States, United States
Adam Leavitt's Contact Details

Adam Leavitt personal email

n/a
About Adam Leavitt

I enthusiastically provide fee-only wealth management and consultation as a fiduciary. Thanks to any individuals who may consider, but I cannot accept LinkedIn "Endorsements" or "Recommendations" due to SEC compliance restrictions.Please feel free to get in touch with me should you wish to inquire of my professional services or community improvement efforts.

Adam Leavitt's Current Company Details
Castlepoint Wealth Advisors

Castlepoint Wealth Advisors

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Wealth Manager at Castlepoint
Adam Leavitt Work Experience Details
  • Castlepoint Wealth Advisors
    Wealth Manager
    Castlepoint Wealth Advisors May 2023 - Present
    Tulsa, Oklahoma, United States
    View
  • Hogantaylor Llp
    Wealth Manager
    Hogantaylor Llp Aug 2006 - Apr 2023
    Fee-only financial planning and asset management.
    View
  • Disciplined Investments, Llc
    Wealth Manager And Partner
    Disciplined Investments, Llc Aug 2006 - Apr 2023
    Comprehensive financial planning and asset management.
    View
  • Community Health Connection
    Board Member
    Community Health Connection Jul 2012 - Jun 2017
  • Emergency Infant Services
    Board Member
    Emergency Infant Services Sep 2006 - Jun 2012
    Tulsa, Oklahoma Area
    View

Adam Leavitt Skills

Services

Adam Leavitt Education Details

Frequently Asked Questions about Adam Leavitt

What company does Adam Leavitt work for?

Adam Leavitt works for Castlepoint Wealth Advisors

What is Adam Leavitt's role at the current company?

Adam Leavitt's current role is Wealth Manager at Castlepoint.

What is Adam Leavitt's email address?

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What is Adam Leavitt's direct phone number?

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What schools did Adam Leavitt attend?

Adam Leavitt attended Oklahoma State University, Oral Roberts University.

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Adam Leavitt has skills like Services.

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