Print this article
Nashville Wealth Manager Appoints VP, Financial Advisor
Vanessa Doctor
1 October 2010
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.