Adam Headley FPQP®

Adam Headley, FPQP®

Client Coordinator

Adam Headley serves as a Client Coordinator in our Dayton office. In that role, he provides operational support to the Dayton Advisory Team. Adam's primary goal is to provide excellent client service by exceeding current needs and anticipating future expectations. He is also a member of our Illiquid Assets Specialized Practice Group.

Licensing and Education

Bachelor of Science Degree in Accountancy, Miami University
Minor in History, Miami University
Financial Paraplanner Qualified Professional™ (FPQP®)
Series 65

Community Involvement

In his free time, Adam is an avid sports fan supporting the Ohio State Buckeyes, Indianapolis Colts, and the Cincinnati Reds. He traveled the Midwest playing for the Cincinnati Stixs baseball organization; and for many years, he coached his younger brother's travel baseball team, mentoring and leading them to tournament and season championships. Currently Adam is a Certified Umpire with the Ohio High School Athletic Association and is deeply involved in his local church and its community outreach programs.

Adam’s Articles

Wealth Management

The Rise of Cryptocurrency: Exploring the Future of Digital Money

Cryptocurrency has garnered significant attention in recent years, becoming a hot topic of discussion in both financial circles and politics. But what exactly is it? And how does it work? Learn more about this digital currency and why it matters in today's financial landscape.

Wealth Management

A Simple Guide to Buying, Storing, Protecting Your Cryptocurrency

Whether you’re excited about diving into Bitcoin or exploring the vast range of altcoins, understanding the essentials of buying, storing, and protecting your digital assets is crucial. Here we break down the steps to safely purchase your first cryptocurrency, explore the different options for securely storing it, and provide you with practical tips on how to keep your crypto safe from theft or loss.

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A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.