Adam Leavitt

Wealth Manager at Castlepoint

Role
Wealth Manager at Castlepoint Wealth Advisors
Location
Tulsa, OK, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Adam Leavitt

I enthusiastically provide fee-only wealth management and consultation as a fiduciary.…

Experience

  1. Wealth Manager

    Castlepoint Wealth Advisors

    May 2023 — Present · Tulsa, OK, US

Education

  • Oral Roberts University

    BS, Finance

    1995 — 1999

  • Oklahoma State University

    MBA, Finance

    1999 — 2000

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Adam Leavitt — Wealth Manager at Castlepoint Wealth Advisors in Tulsa, OK, US | Unifers