Adam Leavitt, Wealth Manager

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2200 S. Utica Pl., Ste. 400, Tulsa, OK 74114
aleavitt@ht-di.com
+1-918-388-2690
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Biography

For more than 10 years, Adam has constructed comprehensive financial solutions for a diverse clientele of individuals and institutions. He has assisted retirees, doctors, business owners, executives, and inheritors with estate planning issues, saving and investing strategies, private equity offerings, and real estate investments.

He is a CERTIFIED FINANCIAL PLANNER(TM) and a registered advisor with the National Association of Personal Financial Advisors. NAPFA advisors meet the highest standards for professional competency in the financial planning industry.

Adam is actively involved with a number of charitable organizations. He has served as Vice President of the development committee at Youth Services of Tulsa and is currently President of the Board of Emergency Infant Services.

Representative Experience

• Constructed investment policy statements for individuals, corporations, and non-profits
• Managed client portfolios valued up to $38 million
• Worked with executives to create 10b5-1 plans and stock option exercise strategies
• Supported litigation involving claims of another advisor's mismanagement of funds
• Provided participant education to qualified retirement plan

Certifications/Honors

• CERTIFIED FINANCIAL PLANNER(TM)

Professional & Civic Affiliations

• National Association of Personal Financial Advisors, Registered Advisor
• Emergency Infant Services, President of the Board 2009 - Current
• Youth Services of Tulsa, Board member 2008-2009
• Leadership Tulsa, Class 35

Education

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