Adam Ledbetter, CFP® 1
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Notable

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • 18 Years of Financial Services Experience

  • 2018 Atlanta Five Star Wealth Manager

  • Member of Financial Planning Association

Contact

  • (678) 797-3721

  • Email Adam

Adam Ledbetter, CFP®
Director of Operations

Adam Ledbetter, CFP®, is the Director of Operations for Henssler Financial and is responsible for operational policies, procedures, and processes associated with the firm. In addition to maintaining his relationships with his clients by providing comprehensive investment management and financial planning, Mr. Ledbetter contributes to the implementation of company strategy through project management, ensuring new initiatives are successfully implemented on time and on budget. On a day-to-day basis, he is also responsible for leading the cross-training initiative for the Client Service Associates, oversees the billing process, and manages the Planning and Implementation department’s intern program.

Prior to his promotion to Director of Operations, Mr. Ledbetter was a Managing Associate where he developed solutions for overarching planning issues and lead teams. Mr. Ledbetter began his career at Henssler in 2001 as an Assistant and was promoted to Associate in 2006. He has contributed numerous financial articles to the firm’s public educational archives. From 2012 to 2017, Mr. Ledbetter served as the firm’s Training Manager where he was responsible for developing the firm’s training program to accommodate technological changes and enhance both productivity and the quality of work for the firm. In August 2017, Mr. Ledbetter transitioned into the role of Managing Associate, focusing his development and optimization methods for the Planning & Implementation department in addition to creating and maintaining financial plans for his clients.

Mr. Ledbetter was named to the 2018 Atlanta Five Star Wealth Managers list that was published in the October 2018 issue of Atlanta magazine. The Five Star award goes to wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.

Mr. Ledbetter received his Bachelor of Business Administration, majoring in Finance, from Kennesaw State University. He is a Certified Financial Planner™ Certificant.

Adam Ledbetter, CFP® 1

Adam Ledbetter, CFP®
Director of Operations

  • Download Bio

Adam Ledbetter, CFP®, is the Director of Operations for Henssler Financial and is responsible for operational policies, procedures, and processes associated with the firm. In addition to maintaining his relationships with his clients by providing comprehensive investment management and financial planning, Mr. Ledbetter contributes to the implementation of company strategy through project management, ensuring new initiatives are successfully implemented on time and on budget. On a day-to-day basis, he is also responsible for leading the cross-training initiative for the Client Service Associates, oversees the billing process, and manages the Planning and Implementation department’s intern program.

Prior to his promotion to Director of Operations, Mr. Ledbetter was a Managing Associate where he developed solutions for overarching planning issues and lead teams. Mr. Ledbetter began his career at Henssler in 2001 as an Assistant and was promoted to Associate in 2006. He has contributed numerous financial articles to the firm’s public educational archives. From 2012 to 2017, Mr. Ledbetter served as the firm’s Training Manager where he was responsible for developing the firm’s training program to accommodate technological changes and enhance both productivity and the quality of work for the firm. In August 2017, Mr. Ledbetter transitioned into the role of Managing Associate, focusing his development and optimization methods for the Planning & Implementation department in addition to creating and maintaining financial plans for his clients.

Mr. Ledbetter was named to the 2018 Atlanta Five Star Wealth Managers list that was published in the October 2018 issue of Atlanta magazine. The Five Star award goes to wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.

Mr. Ledbetter received his Bachelor of Business Administration, majoring in Finance, from Kennesaw State University. He is a Certified Financial Planner™ Certificant.

Notable

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • 18 Years of Financial Services Experience

  • 2018 Atlanta Five Star Wealth Manager

  • Member of Financial Planning Association

Contact

  • (678) 797-3721

  • Email Adam

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