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
Wealth Manager
May 2023 — Present · Tulsa, OK, US
Education
Oral Roberts University
BS, Finance
1995 — 1999
Oklahoma State University
MBA, Finance
1999 — 2000
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