Adam Whitesell, CEP®

Inspired Capital
of Ameriprise Financial Services, Inc
3600 Glenwood Ave Ste 130
Raleigh, NC 27612
(919) 227-3171
(919) 851-4001

adam.m.whitesell@ampf.com
Visit Website

CEP® Date Awarded
May 1, 2017

Adam Whitesell, CEP®, CRPC®, APMA®, CFP®
Private Wealth Advisor, Managing Director - Inspired Capital - Ameriprise Financial Services, LLC

Adam is a Forbes Best-in-State Wealth Advisor (2021-2025). He actively participates in several community organizations and boasts a short list of things he enjoys - "friends and fellowship, excellent restaurant chefs, cooking, sunny weather, urban development, golf, football games, microbrews, island travel, sociology, financial markets theory, great movies, stand up comedy, and outdoor activities. My clients are a huge part of my life, and I cannot begin to tell you how much I enjoy working with them! Most of all, I love my son Zayne, my daughter Adalyn, and wife Zoe".

Areas of Focus
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Small Business
  • Executive Compensation & Benefit Strategies 
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Insurance
  • Charitable Giving
  • Domestic Partner Planning
  • Saving for Education

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

Visit My Website

Connect With Me