Adam Day, CFP®, CFT-I™

Wealth Management Advisor at Wealthquest
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Contact Information
us****@****om
(386) 825-5501
Location
Naples, Florida, United States, US

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Credentials

  • Board Member Accelerator Series hosted by EPIC Toledo
    Aly Sterling Philanthropy
    Sep, 2017
    - Nov, 2024
  • RICP® - Retirement Income Certified Practioner
    -
    Jun, 2016
    - Nov, 2024
  • Certified Financial Planner ™
    CFP Board

Experience

  • Wealthquest
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Jan 2018 - Present

      Invest In Your Life. We’ll Do The Rest. Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are provided by one team of experts, all under one roof, for one simple fee. To learn more about our three-tiered approach to financial planning, check out the links below. Invest In Your Life. We’ll Do The Rest. Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are provided by one team of experts, all under one roof, for one simple fee. To learn more about our three-tiered approach to financial planning, check out the links below.

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2011 - Jan 2018

  • Fifth Third Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Capital Markets Portfolio Manager
      • Oct 2008 - Jun 2011

  • Deutsche Bank
    • Germany
    • Financial Services
    • 700 & Above Employee
    • Securities Lending Sales Analyst - Intern
      • Aug 2007 - Sep 2008

  • Comair, Inc
    • Staff Accountant I
      • Dec 2006 - Aug 2007

Education

  • Northern Kentucky University
    Bachelors, Finance
    2003 - 2007
  • Cambridge International

Community

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