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Carl A. Adkins, CFP®, CWS®

Carl Adkins

Vice President, Senior Wealth Advisor

Email Carl Adkins

Cincinnati, OH

Area of Focus
Individuals & Families


Carl Adkins joined the firm in 2016 and serves as Vice President, Senior Wealth Advisor. In this role, Adkins focuses on developing client relationships by providing proactive financial solutions for private clients.

Prior to joining the firm, Adkins worked as a Financial Advisor at U.S. Bancorp Investments, Inc. He has over 16 years of industry experience serving high net worth individuals and families.

Education & Designations

Adkins is a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist®. He earned a Bachelor’s degree in Communications from Asbury University.

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