Wealth Manager
Current
May 2023 - Present
AeroLeads people directory · profile
Adam Leavitt Email & Phone Number
Wealth Manager at Castlepoint
at
Castlepoint Wealth Advisors
1 work email found
@hogantaylor.com
3 phones found area 918
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager at Castlepoint
Location
Tulsa, Oklahoma, United States
Who is Adam Leavitt? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Adam Leavitt is listed as Wealth Manager at Castlepoint at Castlepoint Wealth Advisors, based in Tulsa, Oklahoma, United States. AeroLeads shows a work email signal at hogantaylor.com, phone signal with area code 918, and a matched LinkedIn profile for Adam Leavitt.
Adam Leavitt previously worked as Wealth Manager at Castlepoint Wealth Advisors and Wealth Manager at Hogantaylor Llp. Adam Leavitt holds Mba, Finance from Oklahoma State University.
Company email context
Email format at Castlepoint Wealth Advisors
This section adds company-level context without repeating Adam Leavitt's masked contact details.
{first_initial}{last}@hogantaylor.com
86% confidence
AeroLeads found 1 current-domain work email signal for Adam Leavitt. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Services.
Current workplace
Adam Leavitt's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Adam Leavitt work experience
A career timeline built from the work history available for this profile.
Aug 2006 - Apr 2023
Wealth Manager And Partner
Comprehensive financial planning and asset management.
Aug 2006 - Apr 2023
Board Member
Community Health Connection
Jul 2012 - Jun 2017
Board Member
Sep 2006 - Jun 2012
2 education records
Adam Leavitt education
Mba, Finance
Bs, Finance
FAQ
Frequently asked questions about Adam Leavitt
Quick answers generated from the profile data available on this page.
What company does Adam Leavitt work for?
Adam Leavitt works for Castlepoint Wealth Advisors.
What is Adam Leavitt's role at Castlepoint Wealth Advisors?
Adam Leavitt is listed as Wealth Manager at Castlepoint at Castlepoint Wealth Advisors.
What is Adam Leavitt's email address?
AeroLeads has found 1 work email signal at @hogantaylor.com for Adam Leavitt at Castlepoint Wealth Advisors.
What is Adam Leavitt's phone number?
AeroLeads has found 3 phone signal(s) with area code 918 for Adam Leavitt at Castlepoint Wealth Advisors.
Where is Adam Leavitt based?
Adam Leavitt is based in Tulsa, Oklahoma, United States while working with Castlepoint Wealth Advisors.
What companies has Adam Leavitt worked for?
Adam Leavitt has worked for Castlepoint Wealth Advisors, Hogantaylor Llp, Disciplined Investments, Llc, Community Health Connection, and Emergency Infant Services.
How can I contact Adam Leavitt?
You can use AeroLeads to view verified contact signals for Adam Leavitt at Castlepoint Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Adam Leavitt attend?
Adam Leavitt holds Mba, Finance from Oklahoma State University.
What skills is Adam Leavitt known for?
Adam Leavitt is listed with skills including Services.
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