Adam Kleinfelter is a private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Greenville, South Carolina.
As an experienced wealth advisor to individuals, families, and businesses, Adam uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Adam integrates financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining Blue Trust, Adam worked as an advisor at PlanFIRST℠.
Adam graduated from Clemson University with a BS in financial management. He is a licensed CERTIFIED FINANCIAL PLANNERTM certificant, Chartered Advisor in Philanthropy® (CAP®), and Chartered Special Needs Consultant® (ChSNC®).
As an active member of the community, Adam serves in special needs and children’s ministries, and he is a member of the Financial Planning Association of South Carolina.
Adam and his wife, Brooke, have three children and live in Greenville, SC.
