For a Third Consecutive Year, David Adams Named to Forbes’ 2020 List of Top Wealth Advisors
NASHVILLE, TN, February 15, 2020 – David Adams Wealth Group- a team of financial planning and wealth management advisors- Founder and Principal, David Adams, has been named to Forbes Magazine’s prestigious list of America’s Best-in-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online January 16, 2020. This is the third consecutive year David has appeared on the list.
“As a company, we understand that our clients’ success is our success. Achievements like this reflect our team’s commitment to delivering the exemplary services and care our clients have come to expect from David Adams Wealth Group,” stated David Adams, Founder and Principal of David Adams Wealth Group, CPA, and CERTIFIED FINANCIAL PLANNER™ professional. “This honor is truly humbling and a tribute to the collective effort and passion our team delivers on a daily basis.”
R.J. Shook, president and founder at SHOOK Research, summed up the Forbes wealth advisors list. “Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives,” says Shook. “They want to add meaning, help them live better lives.”
The Forbes Best-In-State Wealth Advisors rankings spotlights more than 4,000 advisors from Alaska to Florida with team assets amounting to more than $4 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Founded by David Adams, David Adams Wealth Group is located in Nashville, TN. The advisors manage more than $400 million in client assets and offer a wide variety of services, including retirement planning, investment and asset management, trust and estate planning, education planning and executive wealth management. The company also serves the complex financial and wealth management needs of Musician, Artist, and Songwriters
To learn more about David Adams Wealth Group and the firm’s financial planning and wealth management solutions, visit DavidAdamsWealthGroup.com.
About David Adams Wealth Group| Since 2003, Financial Advisor, radio host, and author David Adams is a CERTIFIED FINANCIAL PLANNER™ professional and CPA in Nashville, Tennessee. As president of David Adams Wealth Group, LLC – an independent practice offering securities through Raymond James Financial Services, Inc. – Adams and his team are dedicated to helping their clients live well and retire, too. Adams has been committed to the financial well-being of his clients, and now more than ever, Adams is dedicated to changing an industry he feels is broken. His passion for the business centers around helping people restore vital balance and financial strength through life’s many transitions, such as selling a business, the loss of a loved one, marriage, divorce, and retirement. For more information about David Adams Wealth Group and its client-centric approach to financial planning, visit DavidAdamsWealthGroup.com
2905 12th Avenue South, Suite 108, Nashville, TN 37204 | 615.435.3644
*Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc. CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Forbes Best-In-State Wealth Advisors 2020
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, 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 approximately 32,000 nominations, more than 4,000 advisors 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.
David Adams Wealth Group, LLC