Adam Bellamy is an experienced leader in the financial services industry, currently serving as Vice President and Planning & Advice Leader. With a strong background in wealth management, banking, and credit analysis, Adam has held several significant roles, including Vice President at Fidelity Investments and various leadership positions at Wells Fargo. Adam's educational foundation includes a Bachelor of Science in Finance from the University of Utah and an honors graduate designation from the Pacific Coast Banking School. They are also licensed in Series 7, 66, 9, and 10.
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