Retire While You Work® Podcast
Join us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All EpisodesJoin us as we discuss various topics to help you find the path to viewing money as a means to the true currency, TIME, and learn how to build more memories and experiences.
View All EpisodesWhat if you could do what you're passionate about and achieve a work-life balance? What if you were relieved of the pressure to have some massive amount saved?
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Media Contact: Andrea Rizk, 404-316-0251
andrea@rizkpr.com
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.
Adams Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Adams Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Adams Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
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. CFP® holders at Adams Wealth Partners, LLC are: David Adams, Myles Zueger, Carson Odom, and Spencer Provow
CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an 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. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
Barron’s Top 1,200 Financial Advisors 2023, is based on the period from 09/30/2021 - 09/30/2022 and was released on 03/15/2023. 5630 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More:https://www.raymondjames.com/award-disclosures/#2023-barrons-top-1200
Please note that all archived content is for informational purposes only. Investment decisions should not be based on the content provided herein. For the most up-to- date statistical information and analysis, please contact your financial professional.
Raymond James is not affiliation and does not endorse the above-mentioned organizations.
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