About Us
I am privileged to work with a highly dedicated client service team.
Chevonne Farler, Director of Client Services, as well as Martha Brown,
Director of Marketing, are the first line of communication with my clients.
Their efforts are essential to the high standard of personalized service
I strive to provide on an ongoing basis.
David Adams provides his clients with sound investment strategies that are designed to build wealth through comprehensive financial planning. David works closely with each of his clients in order to thoroughly understand their goals, objectives, and underlying financial positions. He then creates a customized wealth management “road map” with the ongoing goal of providing the highest level of personalized service while having access to a diverse group of money managers and industry experts.
As vice president of Southwestern Investment Services, Inc., David manages the day-to-day operations of the firm’s Cool Springs branch office in Franklin, Tennessee. His certifications as a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional help him soundly advise his clients on virtually any financial issue and add to the overall financial assistance provided by Southwestern Investment Services, Inc., one of the top-producing branches of Raymond James Financial Services, Inc.
David has an extensive list of qualifications and honors that attest to his abilities, including:
- Licensed as a CERTIFIED FINANCIAL PLANNER™ professional through the Certified Financial Board of Standards,Inc.
- Licensed Certified Public Accountant (CPA) and a member of the Nashville Chapter of the Tennessee Society of Certified Public Accountants, as well as the American Institute of Certified Public Accountants
- Holder of Series 7, Series 63, and Life and Annuity insurance licenses
- Member of Raymond James Financial Services’ 2010 Leaders Council, an honorary group of the firm’s top advisors recognized for outstanding client service and exemplary professional growth*
- Certified as an Investment Management Consultant through the Raymond James Institute of Investment Management Consulting
- Registered representative with Raymond James Financial Services, Inc., member FINRA/SIPC
** Selection based on assets under management, education, and credentials.
A native of Memphis, Tennessee, Adams served as a financial auditor for the Fortune 100 express delivery company, FedEx, and was a senior consultant with Pricewaterhouse Coopers, LLP, one of the world’s largest professional services and accounting firm, prior to joining Southwestern Investment Services, Inc. He holds a degree in business administration in accounting and finance from the University of Memphis’ Fogelman College of Business and Economics where he graduated summa cum laude and was valedictorian.
Adams also donates his time and experience to several community-based nonprofit organizations. He provides investment advice to Brightstone, an organization in Franklin, Tennessee committed to helping those with special needs. Adams also served on the board of directors for the Fannie Battle Day Home for Children in Nashville, Tennessee, as well as the Martin Center of Senior Citizens, Inc. in Brentwood, Tennessee.
Southwestern Investment Services, Inc. is an independent firm. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. By being completely independent, David’s allegiance is with his clients and not with any particular product, as Raymond James has no proprietary funds or products.
Martha has corporate operational experience, training and marketing in various industries. She was Vice-President of Operations for an aerospace metal distributorship, as well as controller with the same firm. During Martha's career, she also was a middle school teacher.
She is a graduate of Trevecca Nazarene University, with a Bachelor of Science degree, and began working with Southwestern Investment Services in February, 2009, as a sales and marketing assistant to David. Her duties include helping plan, schedule, market, and coordinate seminars with new and prospective clients. Additionally, Martha manages David's calendar and schedules client reviews to ensure we keep all our clients' plans updated.
Chevonne has extensive experience in the financial services industry, including compliance, implementing policies and procedures, client support, account transfers, and practice management. Before obtaining her Series 7 and 66 licenses, Chevonne worked as a Regional Director for the American Heart Association and as an assistant to the University Events department at Vanderbilt University.
Chevonne graduated from Middle Tennessee State University with a Public Relations major, and International Relations and Marketing minors.
As Director of Client Services, Chevonne is responsible for handling all aspects of your client experience with our firm.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
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.
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