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Adam Leavitt, CFP®

Wealth Manager

2222 S. Utica Pl., Ste. 200, Tulsa, OK 74114

aleavitt@ht-di.com

918.388.2690

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Adam Leavitt has been constructing wealth solutions for a diverse clientele of individuals and institutions for 15 years. He specializes in comprehensive financial planning and asset management with considerable experience regarding trusts, qualified retirement plans, non-profits, and private equity. He is a CERTIFIED FINANCIAL PLANNER™ professional and a registered financial advisor with the National Association of Personal Financial Advisors.

Representative Experience

  • Constructed investment policy statements for individuals, corporations, and non-profits
  • Managed client portfolios more than $50 million
  • Worked with executives to create 10b5-1 plans and stock option exercise strategies
  • Provided testimony as an investment expert witness in court
  • Provided participant education to qualified retirement plan

Certifications/Honors

  • CERTIFIED FINANCIAL PLANNER™

Professional & Civic Affiliations

  • National Association of Personal Financial Advisors, Registered Advisor
  • City of Tulsa Municipal Employees’ Retirement Plan, Board of Trustees, 2013-Present
  • Community Health Connection, Inc., Secretary 2012-Present
  • Juvenile Diabetes Research Foundation, Board member 2012-2013
  • Emergency Infant Services, President of the Board 2009 – 2012
  • Youth Services of Tulsa, Board member 2008-2009
  • Leadership Tulsa, Class 35

Education

  • B.S., Finance, Oral Roberts University, Magna Cum Laude
  • M.B.A, Oklahoma State University

Speaking Engagements

  • Presenter, Investing Prudently:  Active vs. Passive, State Chapter of OSCPA (Oklahoma Society of CPAs), November 2013
  • Presenter, Economy & Investing, HoganTaylor’s Year-End CPE Program, December 2015