Adam Stanford is a Financial Advisor, Portfolio Manager, and Financial Planning Specialist at the Morgan Stanley Asheville Branch Office. He has over 11 years of experience in the financial services industry and has been with the firm since 2012.
From an early age, the power of investing gave Adam the passion and desire to purse a business degree in college with every intention of joining the wealth management field as a career. He studied International Business with a minor in Spanish at The College of Charleston, starting his career in sales helping shape his professional work ethic. With a CFP®, Adam works with a goals first approach, taking the time to understand all his clients deeply and uncover their financial goals which determine what financial tools are needed to achieve these goals. Once a sound plan is in place, it is monitored and amended on a regular basis as client goals and life circumstances undoubtedly change overtime.
Adam treats his clients as if they are family, making their financial wellbeing his top priority. He uses a disciplined investment approach and the financial planning process to help clients define their goals and make informed, confident decisions about their plans for retirement and about the growth and preservation of their estates.
Outside of the office Adam has devoted hours of volunteer time to Manna Food Bank, and Habitat for Humanity in hopes of making a better community, and also serves as a part of the executive council on the finance committee at Covenant Community Church. Adam leads an active lifestyle and enjoys spending time with his family, having two kids. In his free time Adam enjoys playing golf, exercising, and spending time exploring the mountains with his family.
Services Include
- Retirement Planning
- Alternative Investments
- Trust Services
- Estate Planning Strategies
- Wealth Management
- Qualified Retirement Plans
- Planning for Education Funding
- Annuities
- Cash Management and Lending ProductsFootnote9
Securities Agent: IL, TX, MS, FL, PA, NJ, IN, CA, WA, OH, NY, UT, CO, AZ, GA, DC, SC, MN, AL, VA, SD, OR, MI, AR, TN, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1705079