Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Adam B
Series 63, Series 66
New Hill, NC
Fidelity
Adam Bailey is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2006, progressing through roles including Retirement Consultant, Retirement Consultant Manager, Financial Consultant, Vice President Financial Consultant, and currently serving as Vice President in Private Wealth Management. With over fifteen years in the financial services industry, Adam focuses on being a trusted adviser for his clients and their families. His approach emphasizes an objective and open planning process that explores multiple strategies and educates clients to foster comfort and confidence. Outside of his professional work, Adam's personal interests include art, family activities, fitness, golf, and visiting museums.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters