David W. Adams, Cpa, Cfp® Email & Phone Number

David Adams & his team provides their clients with sound investment strategies designed to build wealth through comprehensive, holistic financial planning. They specialize in retirement, estate, insurance and tax planning for various clientele, including corporate executives, business owners, songwriters, and athletes. Their goal is to help clients restore balance and financial strength through life's many transitions.David's certifications as a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ help him advise his clients. Raymond James has inducted David as a member of its 2024 Chairman’s Council* for the 12th consecutive year. He was also recognized by Forbes as Best-In-State Wealth Advisors in TN for 2024 for the 7th consecutive year, and Barron's Top 1200 Advisors in the U.S. 2024 for the 2nd consecutive year.** Additionally, David’s book “The Currency of Time” debuted in the Top 3 Best Selling wealth management books on Amazon. David also is a radio show host and his “Retire While You Work” show can be heard on iHeart Media and via podcast. A native of Memphis, TN, now located in Nashville, David was a financial auditor for FedEx, and a senior consultant with Pricewaterhouse Coopers, LLP, prior to joining Raymond James. He has an Accounting and Finance Degree from the University of Memphis’ Fogelman College of Business and Economics, where he graduated summa cum laude and was valedictorian.Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Please see awards criteria for the above in the Awards section of my profile.

Listed skills include Series 7, Series 63, Financial Planners, Investments, and 35 others.

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  The University Of Memphis

  Accounting