We are excited to welcome Madison Slone to the team as our newest Relationship Manager! Please join us in welcoming Madison, we are excited to have her join us! https://t.co/5qyjr1UJBR2 days ago
To learn more about the "why" behind how we operate as a firm, grab a copy of David's book, "The Currency of Time"! The book gives a good lesson on how we plan with each and every client we work with. Check it out here! https://t.co/PlI0eOOrDS7 days ago
Our office will be closed today, Monday, February 15th in honor of President's Day. We will be back in the office tomorrow. As always, if there is anything we can do for you, please let us know! https://t.co/jLHBqZJLa42 weeks ago
Didn't have a chance to watch our latest webinar, "2021 - What Now? A Message from the Heart and Desk of David Adams?". Listen here as we have made the audio available on our podcast, Retire While You Work. #Retirewhileyouwork #planninghttps://t.co/VmII3avQ0H2 weeks ago
All of us at David Adams Wealth Group and Raymond James are proud to announce David's recognition again in 2021 as a Forbes Best-In-State Wealth Advisor!!
To learn more about this great honor, follow this link: https://t.co/NbmIKwBiVvhttps://t.co/yzVvGAY67T2 weeks ago
The year of 2020 was clearly "one of those years" - a year of challenge, opportunity, and resilience. David shares his thoughts on the year that was 2020 and also touches on what may lie ahead for 2021. https://t.co/cR3Y1eq6Yc3 weeks ago
Didn't have a chance to watch our most recent webinar?
David delivers a message from the heart on the year that was 2020 and also touches on what may lie ahead for 2021.
Check it out here! https://t.co/ukgF393owO3 weeks ago
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