FOR IMMEDIATE RELEASE
Media Contact: Andrea Rizk, 404-316-0251
NASHVILLE, TN – David Adams, a CERTIFIED FINANCIAL PLANNER™ professional and CPA, was among the advisors named to the Forbes list of Best-In-State Wealth Advisors. Adams is President of Nashville-based David Adams Wealth Group, an Independent practice offering securities through Raymond James Financial Services, Inc., member FINRA/SIPC. The list, which recognizes advisors from national, regional and independent firms, was released online February 20, 2019.
Adams, whose office is located at 2905 12th Avenue South, currently manages more than $300,000,000+ in client assets and specializes in wealth management for high net worth individuals, songwriters, musicians, and entrepreneurs. Adams first book, The Currency of Time, was released in January 2019 by Advantage, a division of Forbes Books and takes a critical look at the traditional concept of retirement. After spending more than 15 years advising clients, Adams was inspired to write The Currency of Time to help address some of the consistent misconceptions about retirement. “We are letting the fear of not having or being enough drive us into career-focused lives that drain us of joy and put us in the hospital- or even worse. There is a better way to ‘retire while you work’ and live in the now,” he wrote in the book. David’s philosophies have been featured in Huff Post, USA Today, Nashville Business Journal, Investment News, among many other reputable sources. He can be reached at (615) 435-3644 or www.davidadamswealthgroup.com.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Total client assets are $765 billion.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
© 2019 Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.