Adam Ennis

Adam Ennis, CFP®, CEPA
Financial Consultant Private Client Group Truist Investment Services, Inc.
The Smith Group of Truist Investment Services, Inc.

3322 West End Ave

Suite 620,

Nashville, TN 37203-1000

ADAM.ENNIS@TRUIST.COM

Phone 615-463-9021

Fax 615-292-5180

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About me

Background

Adam Ennis is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than seven years of financial services, retirement planning, and investment management experience. Prior to joining Truist, Adam was an Equity Plan Adviser at UBS Financial Services. 

Creating a financial plan is more than just crunching numbers. It is about working with clients to understand their goals and needs so that a tailored solution is provided that considers a client's lifestyle, preferences and values. Adam and his team will work together to create realistic milestones and review your plan on a regular basis to help track towards those milestones. The approach is holistic; Adam works closely with his bank partners, insurance companies, and other financial institutions to offer integrated solutions for all your needs. 

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA
Middle Tennessee State University 2019
B.S. - Business Administration
University of Tennessee 2015

Personal Interests

Adam and his wife, Austen, love spending time with their new baby boy, Avery, and enjoy any time spent outdoors. This includes hiking, time on the lake, or taking their three dogs on walks at the park.  

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