Our Story

With numerous years combined experience at Morgan Stanley, the Gerrald Stanford Group is a consulting group which works with high net worth individuals, families, retirees, and business owners to help them manage their financial resources and realize their personal goals.  We utilize the diverse experience of our team members to help our clients make more informed decisions about their money and the preservation of their assets and estate in the most tax-efficient manner.  We work for our clients as we do for our own families making their financial well-being our priority.  We aspire to build meaningful relationships based on trust, integrity, unwavering work ethic, professional standards, and a fierce dedication to client service.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*


500 College St
Asheville, NC 28801
(828) 255-7842(828) 255-7842
(800) 841-1462(800) 841-1462

Meet The Gerrald/Stanford Team

About Me

Adam Stanford is a Financial Advisor, and a Certified Financial Planner™ with Morgan Stanley. Adam began his career with Morgan Stanley in 2012 and built his business as a sole practitioner prior to joining the Gerrald Stanford team at Morgan Stanley in 2015. Adam is a native of Western North Carolina and is a graduate of the College of Charleston and has more than 10 years of sales and management experience. In July of 2015, Adam and his wife Lindsay welcomed their son Austin into the world.

Adam focuses on investment analysis, financial planning, and client interaction which enables each of our client’s to have a custom, tailored financial portfolio suited to fit their needs. As a Certified Financial Planner™ Adam is committed to long-term client relationships and through financial planning helps clients with retirement, education, and estate planning strategies. Throughout life changes Adam works closely with clients to make sure their investment strategy and financial plan continue to be tailored to their specific needs.

Adam has long been active in his community committing volunteer hours to programs such as Habitat for Humanity, Eliada Home, and Manna Food Bank.
Securities Agent: NC, WV, WA, VA, UT, TX, TN, SC, PA, OR, OK, OH, NY, NJ, MO, MI, ME, MD, IN, IL, GA, FL, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1705079

About Me

Tricia Spooner is a Senior Registered Client Service Associate in the Morgan Stanley*, Asheville office and has been in the securities industry for 21 years (15 of which were with Morgan Stanley in the Winston-Salem NC, Asheville NC and Chicago, IL locations). Tricia's team role consists of handling all aspects of account administration, transfers, distributions, account openings and general client services.
Investment and Market Perspectives

On the Markets

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.


Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.


Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.


Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.


Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

More from Morgan Stanley



“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Gerrald/Stanford Team today.
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