Broker Check
Adam Snelling | CFP®

Adam Snelling | CFP®

Managing Partner

As a financial professional with Equitable Advisors, and active member of the Charlotte, North Carolina community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I've attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

  • Series 6
  • Series 7
  • Series 63
  • Series 65
  • State Life & Health license
  • Long-Term Care license
  • Bachelor of Science in Marketing from Clemson University

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help address your goals. Then, if it's suitable, as a registered representative of Equitable Advisors, I can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Charlotte Clemson Club
  • Guys with Ties
  • The ALS Association - Jim "Catfish" Hunter Chapter

My wife, Nina, and I live in the Southpark area of Charlotte.

California Insurance License #: OL57415