About Our Firm | Nashville's Top Financial Advisors | David Adams
David W. Adams, CPA, CFP®
President

Wealth Manager and radio show host 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., David is dedicated to helping his clients live well and retire, too. For nearly 20 years, David has been committed to the financial well-being of his clients, and now more than ever, David 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- selling a business, loss of a loved one, marriage, divorce, retirement, etc.

 

In 2016, David Adams launched his Retire While You Work™ radio show, a weekly show on Nashville Newsradio 1510 WLAC and iHeart Radio, and Podcast (iTunes and Spotify) offering financial advice and answering listener’s financial questions. David also launched his first book, “The Currency of Time” to share his philosophy of changing retirement in America and offer additional resources to his listeners and readers. The book is available on Amazon.

 

David was recognized in 2016 as one of the top 40 under 40 independent financial advisors in the U.S by WealthManagement.com and REP magazine*. David also appeared on the cover of Investment News as “Advisor to the Stars” for the work he does with musicians and songwriters of Nashville. In addition in 2017, 2018, 2019, and 2020 David was named to the Forbes Best-In-State Wealth Advisors for the state of Tennessee.**

 

For 2020 and each of the eight years prior, David was recognized by Raymond James as part of the Chairman’s Council for the top 1-2% advisors in the country**. David was also written up in Music Row magazine for helping some of Nashville’s finest songwriters manage the financial ups and downs of the music industry. In addition, to all of his professional achievements, David was chosen by Nashville Lifestyles as one of their top 25 most beautiful people. HuffPost featured David’s philosophy, Retire While You Work™, along with the Tennessean, and inquired as to his “why” behind his passion in this progressive view on money versus time and experiences.

 

David serves as a frequent resource for many local, regional, and national news outlets such as the Nashville Business Journal, Investment News, and Money as their “go to” professional on all investment-related matters.

 

In addition to David’s professional accomplishments, David is equally committed to work in the Nashville community. David serves on the boards for Saving Case and Project Alive, a non-profit that benefits young boys with Hunter Syndrome, a rare genetic disease. Additionally, David serves on the board of the Onsite Foundation, an organization that provides scholarships for people who cannot afford therapy for addictions, emotional trauma, etc., or just need guidance to live a centered and more balanced life. He is also a wish grantor with Make-A-Wish of Middle Tennessee.

 

Visit www.retirewhileyouwork.com to download David Adam’s e-book or listen to episodes of the Retire While You Work radio show. To make an appointment with David or for more information on David’s office in the Historic 12th South neighborhood, visit www.davidadamswealthgroup.com.

 

*Top 40 Under 40 Independent Financial Advisors in the U.S. Advisors on the Top Next Gen IBD Advisors list are ranked exclusively by assets under management. REP. Magazine/WealthManagement.com solicited nominations from the top 35 IBDs by headcount. REP. Magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates or the media in exchange for rankings. Raymond James is not affiliated with WealthManagement.com or REP. Magazine. **Membership is based on prior fiscal year production. Re-qualification is required annually. These recognitions are not indicative of the advisor’s future performance, are not endorsements, and may not be representative of individual client’s experience.

 

**Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For more information: www.SHOOKresearch.com

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Email David W. Adams, CPA, CFP®

Spencer Provow, CFP®
Wealth Management Advisor

Spencer Provow is a CERTIFIED FINANCIAL PLANNER™ professional with David Adams Wealth Group. There, Spencer provides comprehensive wealth management for his clients, working with a select group of families and small businesses owners – primarily in Middle Tennessee. Spencer’s investment management style is dictated by the goals and needs of his clients, believing that asset allocation and diversification are the bedrock to an investor’s portfolio.

 

Spencer has more than 10 years of financial experience. He began his career as a financial analyst for M Financial Group in Portland, Oregon. After his time in Oregon, Spencer was a wealth advisor with Evergreen Consulting in Murfreesboro, TN. Spencer is a proud graduate of Middle Tennessee State University where he was a member of the golf team.

 

When he is not working, he can be found with his wife Rebecca, daughters Natalae Grace and Adley Kathryn, or on the golf course.

Email Spencer Provow, CFP®

Myles Zueger, CFP®
Wealth Advisor

Myles Zueger is a Wealth Advisor in Nashville, TN. He joined David Adams Wealth Group in January of 2018 having worked in the financial services industry since 2014. Myles is committed to teaching and helping clients find solutions to their dreams and goals using balanced solutions that allow them to follow the David Adams Wealth Group motto of Retire While You Work™.

 

Myles is originally from Stockton, IL. He graduated from The University of Wisconsin-Platteville in 2014 with a degree in Business Administration, with an emphasis in finance and marketing. In March of 2020 he became a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Series 7, Series 9, Series 10, and Series 66 securities licenses.
Outside of work, Myles enjoys spending time with his wife Emily, other family and friends, and his Goldendoodle, Walter. He also enjoys reading, cooking, traveling, and health and fitness.

 

To learn more about Myles and the rest of the team at David Adams Wealth Group or to make an appointment at our office located in the Historic 12th South neighborhood, visit www.davidadamswealthgroup.com.

 

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.

Email Myles Zueger, CFP®

Julie Schutt
Director of Client Experience, David Adams Wealth Group; Associate, RJFS

Julie Schutt joined David Adams Wealth Group in 2017. Her role as Director of Client Experience includes assisting clients with appointment scheduling, marketing and communications, special events, and office operations. She provides a friendly, welcoming atmosphere to the office, and is the first contact many potential clients have with our team.

 

Julie is originally from Lebanon, TN. She graduated from Middle Tennessee State University with a Bachelor of Fine Arts, majoring in Graphic Design. Post-graduation, she began working in healthcare administration and jumped at an opportunity to move to California. After seven years away and transitioning to the financial services industry, she moved back to Tennessee in 2016.

 

Outside of work, Julie enjoys spending time with her husband, Jerad, son Hugo, and their pets Otto (German Shepherd) and Coco (a cat that thinks she’s a dog). She also loves reading, road trips, visiting the Southwest, and being outdoors as much as possible.

Email Julie Schutt

Christine E. Kinsley, CPA
Chief Financial Officer

Christine Kinsley has been in the financial industry since 2010 when she started a bookkeeping and accounting practice, primarily working with small businesses. As her practice grew, she expanded her services to include tax preparation and was awarded a CPA license.

 

David Adams Wealth Group was originally a client of her accounting practice, however, after working together for a couple of years, it became apparent that our professional goals were aligned, and Christine came on board as the CFO of the practice. In 2017, Christine was honored as one of the top five finalists for the CFO of the Year award in the Nashville Business Journal.

 

Christine is originally from Colorado, however, she moved to Nashville 10 years ago after living abroad for several years. Her career actually started in music, although despite all cliches, she did not move to Nashville to pursue a career in music. She holds a Bachelor of Music in Piano Performance and a Masters of Music from the University of New South Wales in Sydney, Australia. After pursuing various music ventures as a classical pianist and given many incredible opportunities to travel and perform as a musician, she decided to turn her focus toward helping others pursue their own goals, and as a result, she completed an MBA with a concentration in accounting.

 

Finding work-life balance is a constant battle, but also an absolute priority for anyone that wishes to pursue success and enjoy life in the process! Christine still enjoys partaking in music events, and continues to play piano as a hobby, however she also enjoys more active hobbies including yoga, hiking, mountain biking, snowboarding and motorcycle closed course road racing.

 

Raymond James is not affiliated with and does not endorse the services of Christine E. Kinsley.

Email Christine E. Kinsley, CPA

Jeri Anne Agee
Senior Relationship Manager

Jeri Anne Agee joined David Adams Wealth Group as a Relationship Manager in January 2018. She has over twenty years of experience in the financial industry where most of her time was spent in office management, operations and customer support with a focus on account management, new clients and prospects.

 

She leverages a multi-faceted business acumen including client on-boarding, client resolution, operations, sales engineering, client and employee training and employee management.

 

In addition, she utilizes excellent communication and client relationship management skills to collaborate and deliver strategic solutions tailored to meet client needs.
Prior to joining David Adams Wealth Group, Jeri Anne worked for Diversified Trust Company where she served as Senior Vice President of Operations for eight years with a primary focus on account operations, account management, financial reporting and consolidated reporting.

 

Jeri Anne is a graduate of the University of Alabama with a Bachelor of Arts degree in Communications. In her spare time, she is an award-winning author of a children’s chapter book series called “The Life and Times of Birdie Mae Hayes”.

 

The first book in the series is a recipient of a Mom’s Choice Award, the Royal Dragonfly Book Award, the National Indie Excellence Award and the Purple Dragonfly Book Award. Her latest two books were published in 2018 by Sky Horse Publishing. Jeri Anne currently resides in Franklin, TN with her husband, three children, one Himalayan cat and four rescue dogs.

 

The awards mentioned for “The Life and Times of Birdie May Hayes” are not based in anyway on the individual’s abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Sky Horse Publishing.

Email Jeri Anne Agee

carson odom headshot
Carson Odom, CPA, CFP®
Wealth Advisor

Carson Odom is a Wealth Advisor here at David Adams Wealth Group. Prior to his career here, Carson had brief experience in corporate accounting then a few years with a public accounting firm here in Nashville doing taxes and financial statement preparation and review for clients. Carson graduated from MTSU Summa Cum Laude with a Bachelor of Business Administration in Accounting. Immediately following his undergrad, he then pursued his Master of Science in Finance degree from MTSU as well. Carson obtained his CPA license from Tennessee in September of 2018 and became a CERTIFIED FINANCIAL PLANNER™ professional in March of 2020.

 

Carson joined the team with a desire to help others in all aspects of their finances. He has always enjoyed personal finance and now wants to take his passion and knowledge and use it to help the clients he works with. With a deep background of small business accounting and personal taxes, Carson adds an extensive and well-rounded level of knowledge that guides and assists our clients in relation to their personal finances and goals.

 

Carson is from Smyrna and enjoys spending time with his wife, Rachael, and his daughter, Ada Jane. He’s a huge fan of the Atlanta Braves and Nashville Predators and enjoys spending time outdoors, whether it’s playing sports, hunting, camping, or hiking a trail.

 

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

 

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.

Email Carson Odom, CPA, CFP®

Jolene Pup
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…

Email Jolene Adams

  • David W. Adams, CPA, CFP®

    President

    "My passion and calling is helping others navigate through life's many transitions."

    Learn More
  • Phone: 615-435-3644 | Fax: 615-435-3931 | Email

    David W. Adams, CPA, CFP®

    President

    Wealth Manager and radio show host 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., David is dedicated to helping his clients live well and retire, too. For nearly 20 years, David has been committed to the financial well-being of his clients, and now more than ever, David 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- selling a business, loss of a loved one, marriage, divorce, retirement, etc.

     

    In 2016, David Adams launched his Retire While You Work™ radio show, a weekly show on Nashville Newsradio 1510 WLAC and iHeart Radio, and Podcast (iTunes and Spotify) offering financial advice and answering listener’s financial questions. David also launched his first book, “The Currency of Time” to share his philosophy of changing retirement in America and offer additional resources to his listeners and readers. The book is available on Amazon.

     

    David was recognized in 2016 as one of the top 40 under 40 independent financial advisors in the U.S by WealthManagement.com and REP magazine*. David also appeared on the cover of Investment News as “Advisor to the Stars” for the work he does with musicians and songwriters of Nashville. In addition in 2017, 2018, 2019, and 2020 David was named to the Forbes Best-In-State Wealth Advisors for the state of Tennessee.**

     

    For 2020 and each of the eight years prior, David was recognized by Raymond James as part of the Chairman’s Council for the top 1-2% advisors in the country**. David was also written up in Music Row magazine for helping some of Nashville’s finest songwriters manage the financial ups and downs of the music industry. In addition, to all of his professional achievements, David was chosen by Nashville Lifestyles as one of their top 25 most beautiful people. HuffPost featured David’s philosophy, Retire While You Work™, along with the Tennessean, and inquired as to his “why” behind his passion in this progressive view on money versus time and experiences.

     

    David serves as a frequent resource for many local, regional, and national news outlets such as the Nashville Business Journal, Investment News, and Money as their “go to” professional on all investment-related matters.

     

    In addition to David’s professional accomplishments, David is equally committed to work in the Nashville community. David serves on the boards for Saving Case and Project Alive, a non-profit that benefits young boys with Hunter Syndrome, a rare genetic disease. Additionally, David serves on the board of the Onsite Foundation, an organization that provides scholarships for people who cannot afford therapy for addictions, emotional trauma, etc., or just need guidance to live a centered and more balanced life. He is also a wish grantor with Make-A-Wish of Middle Tennessee.

     

    Visit www.retirewhileyouwork.com to download David Adam’s e-book or listen to episodes of the Retire While You Work radio show. To make an appointment with David or for more information on David’s office in the Historic 12th South neighborhood, visit www.davidadamswealthgroup.com.

     

    *Top 40 Under 40 Independent Financial Advisors in the U.S. Advisors on the Top Next Gen IBD Advisors list are ranked exclusively by assets under management. REP. Magazine/WealthManagement.com solicited nominations from the top 35 IBDs by headcount. REP. Magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates or the media in exchange for rankings. Raymond James is not affiliated with WealthManagement.com or REP. Magazine. **Membership is based on prior fiscal year production. Re-qualification is required annually. These recognitions are not indicative of the advisor’s future performance, are not endorsements, and may not be representative of individual client’s experience.

     

    **Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For more information: www.SHOOKresearch.com

     

    Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

    ×
  • Spencer Provow, CFP®

    Wealth Management Advisor

    "I enjoy creating smiles, developing relationships, and making a difference in others' lives."

    Learn More
  • Phone: 615-435-3644 | Fax: 615-435-3931 | Email

    Spencer Provow, CFP®

    Wealth Management Advisor

    Spencer Provow is a CERTIFIED FINANCIAL PLANNER™ professional with David Adams Wealth Group. There, Spencer provides comprehensive wealth management for his clients, working with a select group of families and small businesses owners – primarily in Middle Tennessee. Spencer’s investment management style is dictated by the goals and needs of his clients, believing that asset allocation and diversification are the bedrock to an investor’s portfolio.

     

    Spencer has more than 10 years of financial experience. He began his career as a financial analyst for M Financial Group in Portland, Oregon. After his time in Oregon, Spencer was a wealth advisor with Evergreen Consulting in Murfreesboro, TN. Spencer is a proud graduate of Middle Tennessee State University where he was a member of the golf team.

     

    When he is not working, he can be found with his wife Rebecca, daughters Natalae Grace and Adley Kathryn, or on the golf course.

    ×
  • Myles Zueger, CFP®

    Wealth Advisor

    "You never know whose day you can turn around with a simple act of kindness."

    Learn More
  • Phone: 615-435-3644 | Fax: 615-435-3931 | Email

    Myles Zueger, CFP®

    Wealth Advisor

    Myles Zueger is a Wealth Advisor in Nashville, TN. He joined David Adams Wealth Group in January of 2018 having worked in the financial services industry since 2014. Myles is committed to teaching and helping clients find solutions to their dreams and goals using balanced solutions that allow them to follow the David Adams Wealth Group motto of Retire While You Work™.

     

    Myles is originally from Stockton, IL. He graduated from The University of Wisconsin-Platteville in 2014 with a degree in Business Administration, with an emphasis in finance and marketing. In March of 2020 he became a CERTIFIED FINANCIAL PLANNER™ professional. He holds the Series 7, Series 9, Series 10, and Series 66 securities licenses.
    Outside of work, Myles enjoys spending time with his wife Emily, other family and friends, and his Goldendoodle, Walter. He also enjoys reading, cooking, traveling, and health and fitness.

     

    To learn more about Myles and the rest of the team at David Adams Wealth Group or to make an appointment at our office located in the Historic 12th South neighborhood, visit www.davidadamswealthgroup.com.

     

    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.

    ×
  • Julie Schutt

    Director of Client Experience, David Adams Wealth Group; Associate, RJFS

    “Actions speak louder than words – show you care whenever possible.”

    Learn More
  • Phone: 615-435-3644 | Fax: 615-435-3931 | Email

    Julie Schutt

    Director of Client Experience, David Adams Wealth Group; Associate, RJFS

    Julie Schutt joined David Adams Wealth Group in 2017. Her role as Director of Client Experience includes assisting clients with appointment scheduling, marketing and communications, special events, and office operations. She provides a friendly, welcoming atmosphere to the office, and is the first contact many potential clients have with our team.

     

    Julie is originally from Lebanon, TN. She graduated from Middle Tennessee State University with a Bachelor of Fine Arts, majoring in Graphic Design. Post-graduation, she began working in healthcare administration and jumped at an opportunity to move to California. After seven years away and transitioning to the financial services industry, she moved back to Tennessee in 2016.

     

    Outside of work, Julie enjoys spending time with her husband, Jerad, son Hugo, and their pets Otto (German Shepherd) and Coco (a cat that thinks she’s a dog). She also loves reading, road trips, visiting the Southwest, and being outdoors as much as possible.

    ×
  • Christine E. Kinsley, CPA

    Chief Financial Officer

    “Helping others pursue their passions and goals is one of my greatest pleasures. Believe. Do. Repeat.”

    Learn More
  • Phone: 615-435-3644 | Fax: 615-435-3931 | Email

    Christine E. Kinsley, CPA

    Chief Financial Officer

    Christine Kinsley has been in the financial industry since 2010 when she started a bookkeeping and accounting practice, primarily working with small businesses. As her practice grew, she expanded her services to include tax preparation and was awarded a CPA license.

     

    David Adams Wealth Group was originally a client of her accounting practice, however, after working together for a couple of years, it became apparent that our professional goals were aligned, and Christine came on board as the CFO of the practice. In 2017, Christine was honored as one of the top five finalists for the CFO of the Year award in the Nashville Business Journal.

     

    Christine is originally from Colorado, however, she moved to Nashville 10 years ago after living abroad for several years. Her career actually started in music, although despite all cliches, she did not move to Nashville to pursue a career in music. She holds a Bachelor of Music in Piano Performance and a Masters of Music from the University of New South Wales in Sydney, Australia. After pursuing various music ventures as a classical pianist and given many incredible opportunities to travel and perform as a musician, she decided to turn her focus toward helping others pursue their own goals, and as a result, she completed an MBA with a concentration in accounting.

     

    Finding work-life balance is a constant battle, but also an absolute priority for anyone that wishes to pursue success and enjoy life in the process! Christine still enjoys partaking in music events, and continues to play piano as a hobby, however she also enjoys more active hobbies including yoga, hiking, mountain biking, snowboarding and motorcycle closed course road racing.

     

    Raymond James is not affiliated with and does not endorse the services of Christine E. Kinsley.

    ×
  • Jeri Anne Agee

    Senior Relationship Manager

    "You only get one shot at life, and that means you must follow your passion."

    Learn More
  • Phone: 615-435-3644 | Fax: 615-435-3931 | Email

    Jeri Anne Agee

    Senior Relationship Manager

    Jeri Anne Agee joined David Adams Wealth Group as a Relationship Manager in January 2018. She has over twenty years of experience in the financial industry where most of her time was spent in office management, operations and customer support with a focus on account management, new clients and prospects.

     

    She leverages a multi-faceted business acumen including client on-boarding, client resolution, operations, sales engineering, client and employee training and employee management.

     

    In addition, she utilizes excellent communication and client relationship management skills to collaborate and deliver strategic solutions tailored to meet client needs.
    Prior to joining David Adams Wealth Group, Jeri Anne worked for Diversified Trust Company where she served as Senior Vice President of Operations for eight years with a primary focus on account operations, account management, financial reporting and consolidated reporting.

     

    Jeri Anne is a graduate of the University of Alabama with a Bachelor of Arts degree in Communications. In her spare time, she is an award-winning author of a children’s chapter book series called “The Life and Times of Birdie Mae Hayes”.

     

    The first book in the series is a recipient of a Mom’s Choice Award, the Royal Dragonfly Book Award, the National Indie Excellence Award and the Purple Dragonfly Book Award. Her latest two books were published in 2018 by Sky Horse Publishing. Jeri Anne currently resides in Franklin, TN with her husband, three children, one Himalayan cat and four rescue dogs.

     

    The awards mentioned for “The Life and Times of Birdie May Hayes” are not based in anyway on the individual’s abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Sky Horse Publishing.

    ×
  • Carson Odom, CPA, CFP®

    Wealth Advisor

    "Every day I get a chance to make people’s lives a little easier, and I truly enjoy the opportunity."

    Learn More
  • carson odom headshot
    Phone: 615-435-3644 | Fax: 615-435-3931 | Email

    Carson Odom, CPA, CFP®

    Wealth Advisor

    Carson Odom is a Wealth Advisor here at David Adams Wealth Group. Prior to his career here, Carson had brief experience in corporate accounting then a few years with a public accounting firm here in Nashville doing taxes and financial statement preparation and review for clients. Carson graduated from MTSU Summa Cum Laude with a Bachelor of Business Administration in Accounting. Immediately following his undergrad, he then pursued his Master of Science in Finance degree from MTSU as well. Carson obtained his CPA license from Tennessee in September of 2018 and became a CERTIFIED FINANCIAL PLANNER™ professional in March of 2020.

     

    Carson joined the team with a desire to help others in all aspects of their finances. He has always enjoyed personal finance and now wants to take his passion and knowledge and use it to help the clients he works with. With a deep background of small business accounting and personal taxes, Carson adds an extensive and well-rounded level of knowledge that guides and assists our clients in relation to their personal finances and goals.

     

    Carson is from Smyrna and enjoys spending time with his wife, Rachael, and his daughter, Ada Jane. He’s a huge fan of the Atlanta Braves and Nashville Predators and enjoys spending time outdoors, whether it’s playing sports, hunting, camping, or hiking a trail.

     

    Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

     

    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.

    ×
  • Jolene Adams

    Director of Stress Management

    "Puppy kisses help take away the stress of the stock market."

    Learn More
  • Jolene Pup
    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…

    ×
  • carson odom headshot
  • Jolene Pup
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