Adam Vansant, AIF®, BFA™, works on the Portfolio Strategy Team alongside President and CEO Greg Powell, CIMA®, Bobby Norman, CFP®, AIF® and Trey Booth CFA®, AIF®. His goal is to understand our clients wants and needs. He works diligently to help clients achieve their financial goals by developing and implementing portfolio strategies.
Adam graduated from Auburn University with a Bachelor of Science in Business Administration with a concentration in Finance. Adam has passed his General Securities Representative Exam (Series 7), Investment Adviser Law Exam (Series 65) and Uniform Securities Agent Law Exam (Series 63).
A native of Birmingham, Alabama, Adam enjoys cooking as well as watching sports, TV shows, and listening to podcasts in his off time. He also enjoys spending time outside with his dog Louie and going to Lake Martin with family. Adam and his wife, Clare, live in Vestavia Hills.