As a Wealth Advisor, Adrian Shifflett helps his clients take a comprehensive and strategic approach to financial planning, even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment in partnership with LPL Investment specialist, Private Client Services, and Trust & Estate Planning Strategist, he develops recommendations tailored to his client’s needs, priorities, and preferences.
Adrian attended James Madison University where he earned a Bachelor of Science. Through LPL, he currently maintains the Series 7, 6, 65, 66 through LPL Financial and insurance licenses. Adrian is currently working to obtain the Certified Financial Planner (trademarked) CFP (registered) designation and is a six-time Sterling Performance Award recipient. Adrian has been in the financial industry for over 20 years.
He is a member of Greene Hills Country Club where he and his wife Kelly spend summers swimming and golfing with their children Kylie and Ty. Kelly is a 1st grade teacher within the Greene County Public School System.