May 24
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…

@DavidAdamsCFPMay 24
Great night at the Chairman's Council dinner overlooking the Capitol with great advisor friends, and CEO or Raymond James, Paul Reilly. And no, these aren't uniforms, we just nailed the color coordination!! #rjevelate hours ago
Amazing presentation with Dr. Robert Gates at the Raymond James National Conference, who served as Sec of Defense under 8 Presidents. "You can be one of the strongest leaders in the world, and still treat people kindly and with the utmost respect." Great wisdom. #rjelevate days ago
You are invited to join us for a Market Update! days ago
Beyond proud of our client- and more importantly my best buddy- Josh for testifying in front of Congress on behalf of the music industry fighting for their rights! Thanks for your voice and time on this @joshkear!!! week ago
Amazing night speaking about Women in Investing at Thistle Farms to some of our favorite clients and friends! What a great venue to support such a meaningful cause empowering women in our community- and a Happy early Mother's Day! weeks ago
Humbled to be ranked among the 2018 Forbes Best-In-State Wealth Advisors. Thank you to my team and my clients for their continued support in helping me achieve this milestone! weeks ago
10 Communication Secrets Of Great Leaders weeks ago
You’ve carefully crafted an estate plan that will provide for your loved ones – now, consider whether a trust for your animal companion fits in as a piece of that larger plan. weeks ago
The market may have wanted a retest of recent lows, but that doesn’t change the bullish story. weeks ago
Jolene's 1st Annual DAWG Dog Client Photo Shoot was a blast! Well known pet photographer Penny Adams was amazing and we raised money and supplies for a great cause! So much fun! Check out these photos! (password is DavidAdams) month ago

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