David W. Adams | Franklin, TN

YOUR FINANCIAL SUCCESS - MY SINGLE FOCUS

Every day I am thankful to be able to do what I love - and love what I do. Throughout my career as a financial planner, I have had the distinct pleasure of working with some of the brightest and nicest clients imaginable. It has been my single focus, my commitment, to provide them with the expertise, advocacy and ongoing counsel necessary to help build wealth and to achieve financial success.

I take great joy in my relationships with my clients. The ongoing process of sharing current information and knowledge, particularly in today’s complicated and somewhat chaotic environment, is very important to me. I have the heart of a teacher, and constantly strive to share relevant and useful information in a straightforward, understandable and practical manner.

I serve as the financial quarterback for my clients by utilizing my experience and the resources necessary to implement and monitor their financial plan. It's been said that personal finance is 80% personal and 20% finance. Demonstrating smart financial and investment behavior, especially during difficult times, as well as having someone to objectively coach you through the process and keep you on track can ultimately prove to be the biggest contributor to your overall financial success.

"People who make emotional decisions with their money typically end up having none." - Dave Ramsey

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David W. Adams
CPA
CERTIFIED FINANCIAL PLANNER™

354 Cool Springs Blvd.
Suite 102
Franklin, TN 37067
Phone: 615-778-0258
Fax: 615-778-1789
Direct: 615-778-0262
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Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.