Advisors at this firm
Bray C
CFP®, Series 66
Asheville, NC
Joel Adams and Associates Inc.
Bray Creech is a CFP® with 11 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2014 to 2022 before joining Joel Adams and Associates Inc. in 2022. Outside of advisory work, he is a managing member of 545 Merrimon, LLC, overseeing building maintenance and tenant relations for a commercial property in Asheville, NC. Joel Adams and Associates Inc. provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach using fundamental and technical analysis and offers portfolio management with flexibility for client-imposed restrictions, including oversight of independent managers.
Jessie G
CFP®, Series 65, Series 66
Asheville, NC
Joel Adams and Associates Inc.
Jessie Goodwin is a CFP® professional with 12 years of industry experience. She is currently with Joel Adams and Associates Inc., where she has worked since 2026. Her prior experience includes roles at Modera Wealth Management, LLC and Parsec Financial Management Inc. Joel Adams and Associates Inc. provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations. The firm employs a long-term investment approach using both fundamental and technical analysis and offers portfolio construction with equities, ETFs, and bonds, managing approximately $282 million in discretionary assets.
Chad S
Series 65
Asheville, NC
Joel Adams and Associates Inc.
Chad Storck is a Series 65 licensed advisor at Joel Adams and Associates Inc. with two years of industry experience. Prior to joining Joel Adams and Associates, he worked for Storck CPA, P.C. for 14 years. Outside of his advisory role, he manages a commercial real estate property in Asheville, NC, overseeing building maintenance and tenant relations. Joel Adams and Associates Inc. provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach using fundamental and technical analysis, managing about $282 million in discretionary assets across 268 client relationships.