Adam Smith

Registered Operations Specialist

BrokerCheck

Adam graduated from the University of Cincinnati with a BBA in Finance. Prior to joining the team at Spartan, Adam gained experience at UBS as a Registered Client Service Associate, as well as with Fidelity Investments as a Client Relationship Advocate from their Northern Kentucky office. He holds his Series 7 and 63 licenses and loves being a part of the Spartan Wealth team, where he can work closely and develop meaningful relationships with clients. Adam enjoys spending his free time hiking, travelling, and following a combination of Cincinnati and Detroit sports.

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