Adam Heathcote, CFP®
Managing Director, Partner
Adam serves as a Partner and Managing Director, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. Adam also oversees strategy and operations for the firm’s regional office in St. Cloud, Minnesota.
With more than two decades of experience in the financial services industry, Adam offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Adam served as a financial advisor and managing director with a regional investment advisory firm, where he was involved with managing client relationships and led a team of financial advisors.
Adam received his Bachelor of Fine Arts degree from Macalester College. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Adam and his wife, Tiffany, have two children: Sophie and Jack. As a family, they enjoy traveling, visiting breweries and enjoying the kids’ activities.
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