David Adams provides his clients with sound investment strategies that are designed to build wealth through comprehensive financial planning. David works closely with each of his clients in order to thoroughly understand their goals, objectives, and underlying financial positions. He then creates a customized wealth management "road map" with the ongoing goal of providing the highest level of personalized service while having access to a diverse group of money managers and industry experts.
As vice president of Southwestern Investment Services, Inc., David manages the day-to-day operations of the firm's Cool Springs branch office in Franklin, Tennessee. His certifications as a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional help him soundly advise his clients on virtually any financial issue and add to the overall financial assistance provided by Southwestern Investment Services, Inc., one of the top-producing branches of Raymond James Financial Services, Inc.
Southwestern Investment Services, Inc, An Independent Firm
354 Cool Springs Blvd, Suite 102, Franklin, TN 37067
Securities offered exclusively through Raymond James Financial Services, Inc. (Member FINRA/SIPC)
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.