David W. Adams
CPA, CFP® - President

Financial advisor and radio 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 more than 15 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, offering financial advice and answering listener’s financial questions. David also launched the companion website, RetireWhileYouWork.com, and e-book to share his philosophy of changing retirement in America and offer additional resources to his listeners and readers.

 

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.

 

For 2016-2017 and each of the three 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 in 2016, David was chosen by Nashville Lifestyles as one of their top 25 most beautiful people.

 

David serves as a frequent resource for many local, regional, and national news outlets such as the Nashville Business Journal, Investment News, Money, etc. 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.

 

*2016 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.

 

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

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
Senior Relationship Manager

Myles Zueger has worked in the financial services industry since 2014. At David Adams Wealth Group, Myles’ role as Relationship Manager/Wealth Management Advisor includes: client account maintenance, facilitating client requests, processing account transactions, and conducting daily account trades.

 

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. He moved to Nashville in 2014. Myles joined David Adams Wealth Group in January of 2018. He holds his Series 7 and Series 66 licenses.

 

Outside of work, Myles enjoys spending time with family, friends, and his Goldendoodle, Walter. He also enjoys reading, cooking, traveling, and health and fitness.

Email Myles Zueger

Julie Schutt
Office Manager

Julie Schutt has worked in the financial services industry since 2012. At David Adams Wealth Group, Julie’s role as Office Manager 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 in 2008 with a Bachelor of Fine Arts, majoring in Graphic Design. She recently moved back to TN after nearly seven years in California, where she got her start in financial services working in Operations/HR at a boutique accounting firm in Los Angeles.

 

Outside of work, Julie enjoys spending time with her husband, Jerad, and their German Shepherd, Otto, and Boston terrier, Binky. She also loves reading, cooking, kayaking, scrambling, 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 small bookkeeping and accounting practice, primarily working with small businesses. As her practice grew, she expanded her services to include tax preparation and recently completed her 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 running, yoga, hiking with her German Shepherd (Sydney), snowboarding and closed circuit road racing on her Triumph 675r.

 

Raymond James is not affiliated with nor does it endorse the services of Christine E. Kinsley.

Email Christine E. Kinsley

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 “The Life and Times of Birdie Mae Hayes – Friends Forever”, the prequel in a series of children’s chapter books. Recipient of a Mom’s Choice Award, The Royal Dragonfly Book Award, the National Indie Excellence Award and the Purple Dragonfly Book Award. The first two books in the series, published by Skyhorse Publishing, to be released in February 2018. Jeri Anne currently resides in Franklin, TN with her husband, three children and four rescue dogs.

Email Jeri Anne Agee

carson odom headshot
Carson Odom, CPA
Relationship Manager

Carson Odom joined David Adams Wealth Group in January of 2019 as a Relationship Manager. Prior to his role here, Carson had a brief experience in corporate accounting then three years with a public accounting firm here in Nashville doing taxes and financial statement 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.

 

Carson joined the team with a desire to help others in all aspects of their finances. He has always personally enjoyed personal finance and now wants to take his passion and knowledge and use it help the clients he works with.

 

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 or hiking a trail.

Email Carson Odom, CPA

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

    Financial advisor and radio 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 more than 15 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, offering financial advice and answering listener’s financial questions. David also launched the companion website, RetireWhileYouWork.com, and e-book to share his philosophy of changing retirement in America and offer additional resources to his listeners and readers.

     

    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.

     

    For 2016-2017 and each of the three 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 in 2016, David was chosen by Nashville Lifestyles as one of their top 25 most beautiful people.

     

    David serves as a frequent resource for many local, regional, and national news outlets such as the Nashville Business Journal, Investment News, Money, etc. 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.

     

    *2016 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.

     

    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

    Senior Relationship Manager

    "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

    Senior Relationship Manager

    Myles Zueger has worked in the financial services industry since 2014. At David Adams Wealth Group, Myles’ role as Relationship Manager/Wealth Management Advisor includes: client account maintenance, facilitating client requests, processing account transactions, and conducting daily account trades.

     

    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. He moved to Nashville in 2014. Myles joined David Adams Wealth Group in January of 2018. He holds his Series 7 and Series 66 licenses.

     

    Outside of work, Myles enjoys spending time with family, friends, and his Goldendoodle, Walter. He also enjoys reading, cooking, traveling, and health and fitness.

    ×
  • Julie Schutt

    Office Manager

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

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

    Julie Schutt

    Office Manager

    Julie Schutt has worked in the financial services industry since 2012. At David Adams Wealth Group, Julie’s role as Office Manager 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 in 2008 with a Bachelor of Fine Arts, majoring in Graphic Design. She recently moved back to TN after nearly seven years in California, where she got her start in financial services working in Operations/HR at a boutique accounting firm in Los Angeles.

     

    Outside of work, Julie enjoys spending time with her husband, Jerad, and their German Shepherd, Otto, and Boston terrier, Binky. She also loves reading, cooking, kayaking, scrambling, 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. As a business advisor, accountant, and friend, it is my passion to help others Dream. 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 small bookkeeping and accounting practice, primarily working with small businesses. As her practice grew, she expanded her services to include tax preparation and recently completed her 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 running, yoga, hiking with her German Shepherd (Sydney), snowboarding and closed circuit road racing on her Triumph 675r.

     

    Raymond James is not affiliated with nor does it 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 “The Life and Times of Birdie Mae Hayes – Friends Forever”, the prequel in a series of children’s chapter books. Recipient of a Mom’s Choice Award, The Royal Dragonfly Book Award, the National Indie Excellence Award and the Purple Dragonfly Book Award. The first two books in the series, published by Skyhorse Publishing, to be released in February 2018. Jeri Anne currently resides in Franklin, TN with her husband, three children and four rescue dogs.

    ×
  • Carson Odom, CPA

    Relationship Manager

    "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

    Relationship Manager

    Carson Odom joined David Adams Wealth Group in January of 2019 as a Relationship Manager. Prior to his role here, Carson had a brief experience in corporate accounting then three years with a public accounting firm here in Nashville doing taxes and financial statement 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.

     

    Carson joined the team with a desire to help others in all aspects of their finances. He has always personally enjoyed personal finance and now wants to take his passion and knowledge and use it help the clients he works with.

     

    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 or hiking a trail.

    ×
  • Jolene Adams

    Director of Stress Management

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

    Learn More
  • 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
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