People Moves
Nashville Wealth Manager Appoints VP, Financial Advisor
Avondale Partners is building on its private client group's
expansion with the addition of
David Morris as vice president, financial advisor.
Morris steps in from ChurchStreet Advisors, which he founded in
2006, and where he assisted high net worth clients with asset
allocation and investment strategies. He began his career with
Merrill Lynch and then moved to Oppenheimer & Company and First
New York Securities, where he was partner.
Avondale's private client group provides wealth management and
investment consulting to both institutional investors,
individuals, their families, and businesses. Headquartered in
Nashville, it has offices in Baltimore, Boston, Philadelphia, San
Diego, San Francisco, and St Louis. Since it launched in
2001, it has executed 110 transactions for clients exceeding
$10.6 billion in total value.