Adam Baggett
- Lead Financial Planner and Trust Officer, Perkins Coie Trust Company
Adam Baggett is the Lead Financial Planner and Trust Officer for Perkins Coie Trust Company. He works on the administration team creating plans for clients to steward their wealth. Adam helps ensure clients have the funds for their goals, their assets are invested wisely and their legacy plans are properly executed.
Prior to joining Perkins Coie Trust Company, Adam began his finance career with Regions Bank. He developed a focus on financial planning while with Northwestern Mutual, where he met with clients, created their financial plans and implemented strategies to help them achieve their long-term goals.
Adam also formerly served as an adjunct faculty member at Bellevue College, where he taught education classes required for the CFP® designation.
Areas of focus
Services
Education & Credentials
Education
- Covenant Theological Seminary, M.Div.
- University of Northern Iowa, B.A., Criminology and Sociology, cum laude, and University Honors with Distinction
Impact
Community Involvement
- Easterseals Washington, Board Member, 2018 - 2021