Dec 14
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…

@DavidAdamsCFPDec 14
Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut. hours ago
The holidays are a time for family, friends, and good food. But they’re also a time for shopping. days ago
Jolene decorating the office for the holidays in her own special way :-) week ago
The team in intense client onboarding training to stay cutting edge with technology for our clients! week ago
As 2017 wanes, consider the many ways charitable giving can brighten a holiday season. weeks ago
Here are 4 tips to stay in the right frame of mind after receiving an inheritance. weeks ago
So many holiday decorations went up over the Thanksgiving break! Office Coordinator Julie Schutt includes a keepsake from a memorable trip to Mexico in her decorations each year! weeks ago
Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut. weeks ago
Openly discussing important matters during the holiday season can bring your family closer. weeks ago
Listening to amazing stories of touring with the Rolling Stones, Allman Brothers Band and Lynyrd Skynyrd, to raising kids and faith with this amazing legend and his beautiful wife! Thanks to Billy and Sandy Crain for the unforgettable listening/lunch party! weeks ago

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