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Adams Davies, CFA - The Trust Company

Adam Davies | Relationship Manager

The Trust Company of Tennessee is a state-chartered bank with more than $3.5 billion under management. The company helps individuals, families, business owners and charities make better decisions with money through wealth management, corporate retirement and personal trust services.

Based in the Knoxville office, Adam is a Chartered Financial Analyst® (CFA) and Retirement Plans Associate (RPA) offering full-range financial services to his clients. He enjoys educating clients about options to remove any trepidation regarding financial planning.

Adam earned a Bachelor of Science in finance from Wake Forest University. Along with his wife, Mara, he enjoys cheering for the Steelers and Vols, learning history and discovering new pizza places. He most recently served as associate vice president, investment consultant and relationship manager for USI Consulting Group and before that, as a business analyst specializing in credit underwriting for BNY Mellon in Pittsburgh, Pennsylvania.

“Adam has a passion for helping individuals and companies reach their financial goals,” said Sharon J. Pryse, founder and CEO of The Trust Company of Tennessee. “His experience and personality make him a cultural fit for our firm, and I am excited to welcome Adam to our team.”

“I want to help clients develop, plan for and meet their financial goals,” Davies said. “Sometimes, people avoid financial planning because they don’t understand their options. My intention is to educate clients, provide some possible paths and help them along their journeys.”

Davies and his wife, Mara, reside in Hardin Valley and are expecting their first child this fall. He enjoys cheering for the Steelers and Vols, learning history and discovering new pizza places.

Check out his blog post about the Tariffs affecting investments:

What Do Tariffs Mean For My Investments?”, The Trust Company of Tennessee, Adam Davies, CFA, 8/15/2019

Trade wars are not beneficial to any country. Thus, it is in both countries’ best interest to reach a compromise. If a trade deal is reached, we would likely see continued GDP growth for both countries and equity markets would continue their upward trajectories. Meanwhile, investors are likely to see short-term volatility as trade discussions continue and markets rise and fall with corresponding news headlines. Over the last century, there have been many events that have created similar short-term volatility. There have been 23 recessions, seven wars in which the U.S. has fought, four presidents who died in office and numerous natural disasters. Through it all, the U.S. equity market has increased exponentially, and it has rewarded investors with a long-term focus.

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