David W. Adams, CPA, CFP®Wealth Management
 
 

News and Events


2011 Raymond James National Conference in Las Vegas


(Jay Leno, Sarah and David Adams) 


CLIENT APPRECIATION DINNER- SPECIAL GUEST DAVE RAMSEY


2011 CLIENT ADVISORY BOARD

The Board held its kickoff meeting for 2011 at Sperry's in Cool Springs, and we had an encore performance from a special guest speaker to discuss the state of the economy- Michael Jones, Chief Investment Officer of Riverfront. Michael, who has made appearances on Bloomberg and CNBC, delivered a presentation full of great data about where his team sees the economy headed over the next few years and what the government's actions will likely mean for the market. We had a group of 25 attend this meeting and great feedback was provided in order to help me continue to enhance my practice. Thanks to all of you who dedicated your time to participate! If you have interest in joining this group, please let me know.


PRESS RELEASES:


David W. Adams Achieves Membership in Raymond James Financial Services 2012 Chairman's Council

November 2010- Adams Interview in Financial Planning journal- “5 Things Advisors should do for their clients before year end”

Raymond James Inducts David W. Adams into 2010 Leader’s Council

Martha Brown Receives the 2009 Neil Cohen Volunteer Award from the Brentwood/Cool Springs Chamber of Commerce

Nashville Business Journal 3.27.09 - Advisors Discuss How to Maximize Investments During Recession

Raymond James Inducts David W. Adams into 2009 Leaders Council

Raymond James Responds to Market Conditions

David W. Adams Recognized as Nashville Business Journal's Rising Star

Raymond James Tops Investor Satisfaction List

Raymond James Only Financial Services Firm Named Most Trustworthy Companies

Raymond James - On Solid Ground

David W. Adams Becomes Charter Member of the Institute of Investment Management Consulting at Raymond James

Nashville's Southwestern Investment Services Names Adams Vice President

David W. Adams Receives Elite Honors from National Financial Services Leader for Third Consecutive Year

 


About Southwestern Investment Services, Inc.
Southwestern Investment Services, Inc. is an independent firm. The Raymond James professionals offer conservative and comprehensive retirement planning through Raymond James Financial Services, Inc. member FINRA/SIPC. A wholly owned subsidiary of The Southwestern Company, Southwestern Investment Services, Inc. has offices in Nashville, Tennessee, Franklin, Tennessee and Dallas, Texas. For more information, call 615.778.0252 or toll free at 800.526.5772. Or visit www.southwesternlegacy.com Securities and Investment Advisory Services offered through Raymond James Financial Services, Inc., Member FINRA/SIPC

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David W. Adams CPA CERTIFIED FINANCIAL PLANNER™
720 Cool Springs Blvd
Suite 100
FranklinTN 37067
Phone: 615-861-6100
Fax: 615-391-2847
Direct: 615-778-0262
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