Adam Neelly has over six years of experience in financial services. He started as a Client Relationship Specialist and later became an Advisor, his current role at ClearTrust.
In his role, Adam works closely with individuals, families, and business owners to develop personalized financial road maps. Through comprehensive planning and in-depth investment management, he helps clients align their financial decisions with their long-term goals. Adam is dedicated to fostering a warm, comfortable, and transparent environment where clients can expect integrity, dependability, and a genuine commitment to their success.
He earned a Bachelor of Business Administration with a concentration in Financial Economics and a Master of Science with a concentration in Financial Planning from the University of Memphis. During his time at the university, Adam competed in Shot Put and Discus on the Track & Field team, earning national honors. This experience has significantly shaped his discipline and commitment, and he remains connected to the sport by coaching at Page High School in Franklin, Tennessee.
Beyond his professional work, Adam is actively involved in his community. He serves on the board of Wholehearted Counseling in Spring Hill, Tennessee, supporting its mission to provide accessible, income-based counseling services. He is also deeply engaged in his church, where he helps lead and mentor high school students.
Adam lives in the Nashville area with his wife, their daughter, and their larger-than-life Great Dane. They enjoy staying active, exploring Nashville’s food scene, and cheering on the Kansas Jayhawks.