Adam Heathcote, CFP®

Senior Wealth Advisor // Managing Director

“The expertise of our people is extensive. We have solutions to help our clients in so many different ways. It makes it easier to be our clients' first call for financial questions, when we have the answers to those questions internally.”
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As a Senior Wealth Advisor and Managing Director on the Wealth Management team, Adam helps manage and coordinate aspects of his clients’ financial lives. Working mainly with executives and business owners, he enjoys talking through situations with clients and helping come to a resolution. In addition to his work roles, Adam is also a shareholder at the firm.

Adam earned his bachelor’s degree in economics from Macalester College in St. Paul.  He is a CERTIFIED FINANCIAL PLANNER™, which allows him to evaluate and compare financial measurements and benchmarks to offer clients a complete financial road map. Adam is actively part of the Sartell/St. Stephen Education Foundation, CentraCare Health Foundation, United Way of Central Minnesota and volunteers his time at the YMCA. He is also an active officiant of high school football, basketball and collegiate football.

// Adam Heathcote, CFP®’s RECENT BLOG

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