Background
Adam Ennis is a Financial Consultant with Truist Investment Services, Inc. He brings more than a decade of experience in financial services, retirement planning, and investment management. Prior to joining Truist, Adam was an Equity Plan Adviser at UBS Financial Services.
Creating a financial plan is about more than just crunching numbers. It starts with understanding what matters most to you, your goals, needs, lifestyle, preferences, and values. Adam and his team work with you to establish meaningful milestones and regularly review your plan to help keep you on track toward your goals.
Adam takes a holistic approach, working closely with bank partners, insurance professionals, and your tax and legal advisors to help coordinate your investment and retirement strategies with your broader tax, estate, and legacy planning goals.
Adam is committed to building long-term relationships with his clients and being a trusted resource through each stage of their financial lives. He focuses on providing clear, thoughtful guidance so clients can feel confident about the financial decisions they make today and as their needs evolve over time.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Adam and his wife, Austen, live in Middle Tennessee with their two boys. They enjoy being outdoors together, whether it’s neighborhood walks, days at the park, traveling, or simply spending time as a family.