Adam Leach
Financial Advisor
- 704.926.9800
- 704.926.9926
- adam.leach@cygnusam.com
Adam Leach became a financial advisor in 2007 in Minnesota, where he was born and raised, and joined Cygnus in 2023. He attended Buena Vista University in Iowa where he met his wife, Heather. Adam and his family relocated to Charlotte, his wife’s hometown, in 2015.
Adam was most recently an advisor at Edward Jones, spending six and a half years with the firm before joining the Cygnus team. At Cygnus, Adam is focused on client service and retirement planning, while also serving as a member of our Investment Committee.
Adam and his wife Heather live in Tega Cay, South Carolina, where they are raising two daughters, Madison and Mckenzie. He enjoys his time as a father in addition to traveling and playing golf. He is also a member of the Colonel’s Club at the Anne Springs Close Greenway.
Raymond James is not affiliated with the above organizations.
Who We Are
At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community.
We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.
What Makes Us Different
With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.
We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.
How We Help You
We help clients through our disciplined investment approach and tailored financial planning services.
Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives.