Mar 19
Phone: 615-435-3644 | Fax: 615-435-3931 | Email

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…

@DavidAdamsCFPMar 19
We had a fantastic turnout at today's Market and Tax Reform update in Brentwood, TN! Thanks to all who came to see David speak! days ago
Mike Gibbs, Managing Director of Equity Portfolio & Technical Strategy, recaps Q4 earnings and market volatility in his latest commentary: week ago
Follow these simple ways to double check your tax return to help ensure your taxes are filed accurately: week ago
If used judiciously, these strategies can help you achieve your long-term financial goals. week ago
Taking care of one or both parents can be a challenge. Review these tips if you need to step in to help preserve your parents' lifestyle and legacy: weeks ago
Jolene Adams, Director of Stress Management, decided to add stress to David today by chewing up a client's purse. Thankfully, her daddy advised her to have an Emergency Fund for things like this.... weeks ago
Do you need to pay an unexpected tax bill? Review these strategies to pay your bill while keeping your financial plan undisturbed and on track. weeks ago
Are you receiving a tax refund this year? Consider these ideas for making the most of it: weeks ago
Humbled and honored to be chosen by Forbes for the 2018 Top Wealth Managers. Couldn't have done this without my amazing team and our loyal clients. Thank you! weeks ago
Remain focused on the long-term plan: . weeks ago

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