Bray Creech Obtains CFP® Certifications
Bray Creech has obtained his CERTIFIED FINANCIAL PLANNER™ certification. Bray has worked at Joel Adams – Raymond James Financial Services since 2014. He and Joel Adams, Registered Investment Advisor Representative, deliver a team approach to all aspects of investment consulting and financial planning.
At Joel Adams & Associates, the dedicated team employs a “whole client” approach, incorporating financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning into its rigorous assessment for each client. According to Bray, “The CFP® designation demonstrates to our clients a high level of competency, ethics and professionalism. And because we are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in our clients’ best interest. This designation denotes our commitment to that care.”
The CFP® marks identify individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Joel Adams & Associates is located at 545 Merrimon Avenue, Asheville, NC. Bray can be contacted at 828-251-9700 or email@example.com. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Joel Adams and Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.