We have built our considerable success by creating effective investment programs that reflect not only our clients’ financial objectives, but their beliefs and values as well. We’ll put in the time to get to know you and your aspirations, and will give you the opportunity to become completely comfortable with our unique insights and our techniques. Only then, backed by the resources of Raymond James Financial Services, will we feel ready to craft a strategy for you, one that grafts sophisticated portfolio stewardship to your foundational principles.

Khrista Wood

Registered Administrative Assistant

Khrista brings uncompromised commitment to her role of supervising client services and operations. With more than 20 years of experience in the financial industry, she began her career at Bank of America and then moved into operations with Joel in 1995.She holds Series 7 and 63 securities licenses and a North Carolina life and health insurance license, giving her the ability to help ensure clients receive superior service from a knowledgeable investment professional. When she’s not working with clients, Khrista enjoys spending time with her children, Colin and Barret.

Joel B. Adams Jr., CPWA®

Certified Private Wealth AdvisorSM
Registered Investment Advisor Representative

A financial advisor since 1985, Joel is a skilled listener who is experienced at helping clients reach their financial goals with a full range of financial services, including education planning, estate planning, asset allocation and professional asset management. He joined Raymond James in 1994. Joel has earned Certified Private Wealth Advisor® designation and the Accredited Investment Fiduciary® designation. Joel is an Asheville native with a global perspective and believes in community involvement. He serves on the following boards: The Nature Conservancy North Carolina Chapter (former chairman); Southern Environmental Law Center; Beattie Foundation (chairman); and Warren Wilson College (former chairman). Joel is a member of The Forum for Sustainable and Responsible Investment and was a founding member of the Asheville Breakfast Rotary Club. He is married to Marla Adams, an attorney, and has two adult children, Sam and Sadie.

Raymond James is not affiliated with any organizations mentioned.

Bray Creech, MBA, CPA, CFP®

CERTIFIED FINANCIAL PLANNER™

Bray is a North Carolina native who has lived in Asheville for many years. He has an MBA in finance from the University of Maryland at College Park, is a Certified Public Accountant, holds the Accredited Investment Fiduciary® (AIF®) designation, and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He maintains Series 7, 9/10, and 66 securities licenses. Bray lives in West Asheville with his spouse, Dustin Rhodes, and is a Board Member of Primarily Primates and Asheville Humane Society, and former Treasurer of Asheville Community Theater. He is a member of The Forum for Sustainable and Responsible Investment, North Carolina Association of CPAs, and the Financial Planning Association.

NC CPA License #37171

CFP® Board ID # 262138

AIF® Designee # 32985

Raymond James does not offer tax services.

Raymond James is not affiliated with any organizations mentioned.

 

Investment Management Consultants Association is the owner of the certification mark “CPWA®” and the service marks “Certified Private Wealth AdvisorSM”, “Investment Management Consultants AssociationSM”; and “IMCA®.” Use of CPWA® or Certified Private Wealth AdvisorSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.