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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.

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2905 12th Ave South, #108
Nashville, TN 37204
Phone: (615) 435-3644
Say Hello
Frequently Asked Questions
New Client Questionnaire

Checking in with all of my clients today asking this…

  • How are you doing? Are you able to ignore the news and market tickers or is it causing you to lose sleep?
  • If you are seasoned to the market’s volatility, and not losing sleep, stay the course and don’t fall victim to fear which is dangerous
  • It is normal to feel like you must make a change while things are in chaos mode- if you MUST make a change, consider going down a risk level/model- meaning if you are 70/30, drop to 60/40, etc if that will help you not do something drastic like pull totally out of the market
  • For those of you that see this like Mr. Buffet as an opportunity, consider going from 70/30 to 80/20 and adding more stocks while things are low, recognizing it may get worse before it gets better over the coming months.
  • Do you realize that your financial plan has cash and bonds built into it, for these types of seasons, so that you don’t have to react to the fear?  If so, your plan is working.  If not, my entire team is here to figure out what tweaks we need to make to get you to that comfort level.
  • My entire team is here helping clients one by one, and most of our clients have been able to focus on family and friends and ignore the temporary market pullbacks and have faith in its comeback.  Some are nervous, and I understand and hold deep empathy for those feelings and will bust my tail during times like this to hand hold every person and family under my team’s watch.  That is my 110% commitment.

    Any opinions are those of David Adams and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. Investing involves risk and you may incur a profit or loss regardless of strategy selected

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    Murfreesboro Location:
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    Floor 4,
    Murfreesboro, TN 37129

    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.

    Links to external content or websites, if provided, are for informational 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.

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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, Spencer Provow, and Nick Wolf.

    CPA holders at Adams Wealth Partners, LLC are: David Adams, Carson Odom, and Christine Kinsley

    CFA holders at Adams Wealth Partners, LLC are: Anthony Breen.

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    2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.

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    Barron’s Top 1,500 Financial Advisors 2026, is based on the period from 09/30/2024 – 09/30/2025 and was released on 03/20/2026. 7,855 nominations were received and 1,500 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4smNviU.

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