Adam Davey

Professional Experience

Adam’s professional career began as a Dean Dorton (formerly VonLehman CPA & Advisory Firm) co-op nearly 27 years ago. He formerly served as the President and CEO of VonLehman, and now serves as the Cincinnati and Northern Kentucky Market Leader for Dean Dorton. For Dean Dorton Private Wealth, Adam serves as a Wealth Advisor. Licensed in wealth management, including Series 65, Adam brings a wealth of experience from working with clients on the accounting, tax and consulting side of the business. Adam’s successes stem directly from his focus on building deep client relationships and becoming a trusted advisor. Because of his experience, Adam is positioned to provide wealth management services while keeping an eye on efficient and effective tax planning. Adam perceives success as the ability to create and grow mutually beneficial, longstanding relationships.

Adam has participated in several leadership programs, including Leadership Northern Kentucky through the NKY Chamber, and was previously named to the Cincinnati Business Courier’s “Forty under 40”.

Professional Activities

• American Institute of Certified Public Accountants
• Kentucky Society of Certified Public Accountants

Certifications

• Certified Public Accountant
• Series 65

Community Involvement

• Kenton County Parks and Recreation, Current Board Member
• OneNKY Alliance, Current Board Member
• Northern Kentucky Chamber of Commerce
• Children’s Home of Northern Kentucky, Former Board Member

Education

• Bachelor of Arts in Accountancy & Business Administration, Thomas More University, Crestview Hills, KY

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