David W. Adams, CPA, CFP® | Franklin, TN | Raymond James

Our Team

David W. Adams, CPA, CFP David W. 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 “Roadmap” with the ongoing foal of providing the highest level of personalized...

Team Video

Here you can find quarterly financial video updates from David Adams and his team, as well as the Professionally Speaking series provided by Raymond James. Be sure and share this video and audio content with friends and family. You may also subscribe to David’s YouTube...

Musicians & Songwriters

A sound long term plan is paramount. Musicians require custom planning strategies to accommodate irregular cash flows and royalty income. Additionally, a long term plan is critical when managing the proceeds from a catalog sale to ensure the family is setup financially for life. Having an understanding of the challenges that musicians and songwriters face financially allow us to be a great addition to their team. We work in...

Professional Athletes

Our team approach allows us to focus on exceptional client service & educating our clients. PProfessional athletes’ careers are typically short in duration; therefore a sound long term plan is paramount. Managing signing bonuses, understanding player benefit programs, and reviewing contract terms are all necessary steps to create this custom plan. Since oftentimes our athletes get large sums of income early in their...

Corporate Executives

Wealth management involves more than just building a portfolio. Corporate executives are busy trying to balance demanding work schedules, travel, and family time. A comprehensive plan must be in place to evaluate executive benefits, such as stock option and retirement accounts, which in turn can help provide peace of mind. Our team realizes that balance in life is important, and in order to obtain this balance there must be...

Families & Individuals

Simplifying your life with a solid financial plan Families, and individuals have many needs when it comes to holistic wealth management. Among these are retirement and estate planning, college savings, insurance risk management, and emergency funding to name a few. Building a custom financial plan helps provide clarity in these areas. We understand that the markets are complex, and our clients’ lives are as well. Our mission...

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Market Updates

Here you can find quarterly financial video updates from David Adams and his team. Be sure and share this video and audio content with friends and family. You may also subscribe to David’s YouTube channel, by clicking here. Coming...

Please spend a few minutes reading our current newsletter to clients, with important information from the team. Included you will find David’s Soapbox, Martha’s Memo, Chevonne’s Corner, Zach’s Zone, and Bailey’s Blog....

CFP® | Certified Financial Planner Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements. Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC

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 our office for information and availability. RJ Corporate Privacy Notice FINRA / SIPC

David W. Adams CPA, CFP®

Vice-President
720 Cool Springs Blvd, Suite 100
Franklin, TN 37067
Phone: 615-861-6121
Fax: 615-778-1789
Email: David Adams