Adam Prewett, CRPC®,CFS®
Adam Prewett is the founder of Prewett Financial. He is an investment adviser representative with Voya Financial Advisors, a registered broker/dealer, member SIPC. His practice emphasizes financial planning utilizing a comprehensive approach that analyzes the most important aspects of your financial situation. Adam has obtained the CRPC® designation through the College for Financial Planning. The Chartered Retirement Planning CounselorSM or CRPC® designation focuses on pre- and post- retirement needs of individuals, and requires the adviser to follow a strict Code of Ethics. Adam has also obtained the Certified Fund Specialist® designation through the Institute of Business & Finance.
Adam is actively involved in the community and is a current partner of Dallas Social Venture Partners. Dallas Social Venture Partners is a partnership of professionals which donates dollars as well as professional expertise to nonprofit organizations that focus on at-risk children and education. He is currently serving as the Lead Partner for the Texas Association for Infant Mental Health (TAIMH). Adam formerly sat on the Board of Directors for Community Health Charities of Texas, a nonprofit organization focused on workplace giving. Adam is an active member in the Texas A&M Association of Former Students and a proud Texas Aggie Football fan. Adam, his wife Susan, and children Grayson and Emerson, attend Bent Tree Bible Fellowship in Carrollton.
Callier Center at UT Dallas
*Securities and Investment advisory services offered through
2301 Ohio Drive
Plano, Tx. 75093