I became a financial advisor in 2007 in Minnesota, where I was born and raised. I met my wife in college at Buena Vista University in Iowa; she was born and raised in Charlotte, NC. We relocated our family to Charlotte where I was recruited to work for a decorated wealth management firm. I have taken that knowledge and started out on my own. My wife and I live in Tega Cay, SC, where we enjoy raising our two daughters, Madison and Mckenzie.
At our office, Kim and I are dedicated to providing outstanding service while helping to ensure our clients understand what they own, why they own it, how much it costs and how it will help them achieve their financial goals. We enjoy working for our small business clients and families in the greater Charlotte area.
My Personal Interests
- Traveling
- Golfing
- Music
Office Information
Phone Number
Adam M Leach at (704) 544-6360Branch Team
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
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