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Our financial advice team


Adam Whitesell, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

Adam Whitesell

CFP®, CRPC, APMA, CEP®

Private Wealth Advisor

Managing Director
Inspired Capital

An Ameriprise Private Wealth Advisor

18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CEP® Certified Estate Planner™

Education

  • University of North Carolina at Chapel Hill, BS Economics, 2006

Awards & recognition

  • Inspired Capital, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • AdvisorHub Advisors to Watch (under $1Bil), 2022, 2024
  • AdvisorHub Fast Growing Advisors to Watch, 2023
  • Five Star Wealth Manager, 2019, 2023
  • Inspired Capital, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success, 2010, 2012, 2014 - 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Forbes Top Next-Generation Wealth Advisors, 2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

The short list of things I enjoy- friends and fellowship, excellent restaurant chefs, cooking, sunny weather, urban development, golf, tennis, 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, wife Zoe and our dog, Sunny (golden-pyrenees).

What our clients are saying

"Adam Whitesell and the team members of Inspired Capital have been supporting our financial goals and dreams for many years. During our shared time together, they have consistently helped us manage our portfolio in a highly comprehensive manner. As a result, we were able to recently purchase our dream retirement home while also remaining well-positioned to achieve our additional long range financial goals. Adam and his team are extremely knowledgeable in their field and are able to explain the complexities of the ever-changing investment landscape in ways that we can understand. We are grateful to the members of the Inspired Capital team for their responsive nature, guidance, and professionalism."

- Don A.

This testimonial was provided by a client of Ameriprise Financial Services, LLC, and is unpaid. The experience highlighted may not be representative of the experience of other clients and is not a guarantee of future performance or success. As a client of Ameriprise Financial you may work with different financial advisors over time.