portrait of Adam P Smith

About Adam

It all starts with a strategy. Before you can achieve your financial goals, we have to first define what are the things that are most important to you. What drives you? What makes you "tick"? Is it making sure you have enough money to retire? Is it generational wealth? I can help you put your goals into action.

I joined the firm in 2015, where I serve the community of Franklin, TN. In addition to serving over 200 families, I have also volunteered to serve in leadership roles. Currently, I am a key leader that is over training. I also...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews

Work History

  • Edward JonesOctober 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Lipscomb UniversityBachelor of Arts

Personal Interests

  • Baseball
  • Basketball
  • Football
  • Music
  • Traveling

Team Members

  • Ilana Cunningham
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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