Nov 18
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Phone: 615-435-3644 | Fax: 615-435-3931

Jolene Adams

Director of Stress Management

My daddy deals with all this money stuff, and all I know is it sounds stressful sometimes. So my job is to sniff out any stress in the office and trade it in for puppy kisses and snuggles. I’m still working on my compensation plan and benefits package, although I must admit I have it made. I get 3 walks a day at the office, dog bones, and my daddy’s office is full of toys for me to play with. He may try and act like he’s a tough guy, but if you sneak in on him, he’s likely on the floor cuddled up with me talking to me in a high pitched feminine voice (insert eye roll here). Bless his heart…

@DavidAdamsCFPNov 18
Entrepreneurs: valuable information about sustainable investing, business risk assessment and year-end tax tips hours ago
Check out David's Fall 2017 Market Update, with a special appearance by Jolene! days ago
Honoring all who served. week ago
#tbt In honor of David's birthday - you might see some familiar faces from our recent Client Appreciation Event! week ago
The secrets behind the year-round, world-wide business of the American holiday shopping season. week ago
A critical point in retirement readiness is how parents adapt spending as they transition into an empty nest. weeks ago
When your Director of Stress Management thinks you need to take a break, you comply! weeks ago
When it comes to retirement and taxes, here’s what you need to know about traditional & Roth IRAs: weeks ago
Congratulations to our amazing CFO, Christine Kinsley, on being nominated for the CFO Awards by Nashville Business Journal! weeks ago
It's official! Tampa's Raymond James Stadium will host the big game in 2021! weeks ago

We offer services in Nashville, Brentwood, Franklin, and surrounding areas.