David W. Adams, Cpa, Cfp®

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

Wealth Manager | 🐶 lover | 🌎 Traveler ✈️ | RETIRE WHILE YOU WORK Radio Host🎙 & Podcast 🎧 |Speaker🎤 | Author 📖 @ Adams Wealth Partners
David W. Adams, Cpa, Cfp®'s Location
Nashville Metropolitan Area, United States
David W. Adams, Cpa, Cfp®'s Contact Details

David W. Adams, Cpa, Cfp® work email

David W. Adams, Cpa, Cfp® personal email

David W. Adams, Cpa, Cfp® phone numbers

About David W. Adams, Cpa, Cfp®

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.

David W. Adams, Cpa, Cfp®'s Current Company Details
Adams Wealth Partners

Adams Wealth Partners

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Wealth Manager | 🐶 lover | 🌎 Traveler ✈️ | RETIRE WHILE YOU WORK Radio Host🎙 & Podcast 🎧 |Speaker🎤 | Author 📖
David W. Adams, Cpa, Cfp® Work Experience Details
  • Adams Wealth Partners
    Founder & Principal
    Adams Wealth Partners Apr 2004 - Present
    Nashville, Tn
  • Raymond James
    Board Certified Financial Planner™ Professional
    Raymond James Mar 2004 - Present
    2905 12Th Avenue South, Unit #108, Nashville Tn 37204
    Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. David Adams Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
  • Pricewaterhousecoopers
    Senior Auditor
    Pricewaterhousecoopers 2002 - 2003
  • Fedex Services
    Internal Auditor/Consultant
    Fedex Services 1999 - 2002
    Worked in Mumbia, India, Hong Kong, and Canada on various consulting projects to help enhance financial processes within the company.

David W. Adams, Cpa, Cfp® Skills

Series 7 Series 63 Financial Planners Investments Securities Financial Modeling Strategic Financial Planning Financial Advisory Retirement Investment Strategies Mutual Funds Investment Advisory Wealth Management Asset Allocation Retirement Planning Alternative Investments Asset Management Investment Management 401k Portfolio Management Wealth Management Services Insurance Bonds Hedge Funds High Net Worth Individuals Life Insurance Private Equity Iras Long Term Care Insurance Pensions Disability Insurance Estate Planning Finance Small Business Financial Planning 401k Education Series 9/10 Principal Finra 401k Rollovers

David W. Adams, Cpa, Cfp® Education Details

Frequently Asked Questions about David W. Adams, Cpa, Cfp®

What company does David W. Adams, Cpa, Cfp® work for?

David W. Adams, Cpa, Cfp® works for Adams Wealth Partners

What is David W. Adams, Cpa, Cfp®'s role at the current company?

David W. Adams, Cpa, Cfp®'s current role is Wealth Manager | 🐶 lover | 🌎 Traveler ✈️ | RETIRE WHILE YOU WORK Radio Host🎙 & Podcast 🎧 |Speaker🎤 | Author 📖.

What is David W. Adams, Cpa, Cfp®'s email address?

David W. Adams, Cpa, Cfp®'s email address is da****@****ail.com

What is David W. Adams, Cpa, Cfp®'s direct phone number?

David W. Adams, Cpa, Cfp®'s direct phone number is +161533*****

What schools did David W. Adams, Cpa, Cfp® attend?

David W. Adams, Cpa, Cfp® attended The University Of Memphis.

What are some of David W. Adams, Cpa, Cfp®'s interests?

David W. Adams, Cpa, Cfp® has interest in Bailey, Any Form Of Exerice, Snow Skiing, Any Form Of Exercise, Dogs, Golf, Traveling The World.

What skills is David W. Adams, Cpa, Cfp® known for?

David W. Adams, Cpa, Cfp® has skills like Series 7, Series 63, Financial Planners, Investments, Securities, Financial Modeling, Strategic Financial Planning, Financial Advisory, Retirement, Investment Strategies, Mutual Funds, Investment Advisory.

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