Eric Chetwood, CFP®

eric.chetwood@adamschetwood.com

Eric Chetwood, CFP® graduated from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2003 with a Bachelor’s degree in Business Administration. His primary responsibilities consist of helping clients with comprehensive financial planning and portfolio construction.

In 2007, Eric completed coursework and successfully passed the Certified Financial Planner exam. This year-long curriculum and 10 hour final exam covered various aspects of financial planning.

Away from the office, Eric enjoys effecting change in the local community. He was chosen to participate in the 2007 Leadership Durham program and the 2009 Leadership Triangle program. Currently, Eric serves as a directional Elder at the Summit Church. He also serves on the board of directors for the NC Study Center at UNC-CH and previously served on the board of Samaritan Health Center, an organization that provides medical care to uninsured and low income families in Durham. He and his wife, Allison, have two sons and are passionate about adoption advocacy as well as leveraging their gifts and resources to alleviate physical and spiritual poverty through microfinance and social businesses. 

Rick Adams

RICK ADAMS began his career as a financial advisor with Wheat First Securities in 1989 remaining with the firm for twenty-five years. During his time there, the company carried six different brand names, the last being Wells Fargo Advisors. He spent much of his career as a Senior Vice-President, Investment Officer eventually leaving Wells as a Managing Partner.

Rick earned a Bachelor of Arts degree from the University of North Carolina at Chapel Hill. After graduation, he spent one year studying market economics at Grove City College in Pennsylvania. It was here while learning to apply the principles of macroeconomics to stock analysis that he developed his passion for finance. Throughout his career Rick has continued to hone his skills by taking classes in mathematics, statistics, finance, and accounting.

In May 2015, Rick along with business partner Eric Chetwood left Wells Fargo Advisors to form Adams Chetwood Wealth Management Group. Today, Rick focuses on delivering customized investment planning strategies for high-net-worth individuals, families and institutions. 

In August 2017, Rick earned his Masters of Finance degree from Northeastern University where he further developed his analytical and financial management skills.

In 1987, Rick married Jane Woodson Adams. The couple have four adult children residing in North Carolina, Colorado, and Louisiana. Rick is committed to helping his community prosper. He serves on the Board of Trustees for Durham Technical Community College and chairs Parents for Educational Freedom in North Carolina. He is also an elder at Restoration Church here in Durham. Rick carries a passion for young people in this area, currently serving on the local board for Young Life. He has also served as a member of the Board of Trustees of Trinity School and the Agapé Corner School, which serves at-risk, inner city youth. For ten years he was on the Board of Directors of Pregnancy Support Services in Durham. 

Michelle Disney, CFP®

michelle.disney@adamschetwood.com

Michelle Disney graduated from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill with a degree in Business Administration and a concentration in Marketing.  Michelle has obtained her Series 66 securities registration in addition to the North Carolina Life and Health Insurance license.

In 2010, Michelle went on to earn the CERTIFIED FINANCIAL PLANNER^™ certification by completing a rigorous course of study and series of exams covering topics such as insurance and estate planning, employee benefit and tax planning, as well as investment and retirement planning.

As the Chief Operations Officer and Chief Compliance Officer, Michelle’s responsibilities include crafting client financial plans, managing clients’ investment portfolios, directing firm operations, managing the firm’s compliance policies, supervising staff, and directing the business’ marketing initiatives.

Away from the office, Michelle and her husband, Daniel, are involved with animal welfare groups including the Coalition to Unchain Dogs and the Humane Society of the United States.

Katherine Edwards

katherine.edwards@adamschetwood.com

Originally from Charlotte, NC, Katherine graduated from UNC-Chapel Hill in 2011 and worked for two years as a Branch Service Associate at UBS Financial Services, handling client operations across two complexes. Katherine joined the Adams Chetwood Wealth Management group in March 2016 as a Registered Client Associate.

In July 2017, Katherine was authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

The CFP® marks identify those 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 covering the following areas: professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning.

As a Financial Planning Associate, Katherine handles operational requests and also helps clients plan for retirement, budget for college savings, review their investments, and analyze their estate planning strategies.

Outside of work, Katherine enjoys running, traveling, reading, serving at her church in the children’s ministry, and learning how to cook new dishes.

Maria Core

maria.core@adamschetwood.com

Maria Core joined the Adams Chetwood Wealth Management Group in the summer of 2019 as a Client Associate.  Maria assists our clients with account administration and operations.  

Maria joined us from the Summit College program where she served on staff managing student outreach. In her previous role, Maria organized campus events, trained staff on outreach and communication initiatives, and pioneered a new Summit College program at Meredith. She earned her Bachelor of Science in Mathematics degree from Meredith College in 2016. 

Maria lives in Raleigh, and in her spare time, she enjoys painting, practicing calligraphy, traveling, reading, and serving at her church. 

Audra joined the Adams Chetwood Wealth Management Group in the spring of 2020 as a Client Associate. She assists our clients with account administration and operations.  

Audra grew up in nearby Chapel Hill and graduated from James Madison University in 2017 with a degree in Hospitality Management and a double minor in Business and French. Audra's background also includes her role as a manager at the Washington Duke Inn where she earned Employee of the Year in 2018 for her outstanding client service. Her degree and experience in hospitality have given her the skills to care well for clients and seek opportunities to provide service that exceeds expectations, even in the wealth management industry. As a Client Associate, Audra cares for our clients by ensuring that any required account maintenance runs smoothly and attending to all client requests in a timely manner.

Outside of the office, Audra enjoys riding on the back of her fiancé’s Harley, cheering on the Boston Red Sox, and spending time with her family and friends. Kevan and Audra will be married in late August 2020, and they are very excited to move to Durham and find a new church community together.

Allison has been an integral part of Adams Chetwood since the beginning of our firm, but we finally convinced her to formally join the team in the summer of 2020. Allison's primary responsibilities are helping us communicate and deliver financial peace of mind to existing clients as well as future clients.

Allison graduated from the University of North Carolina in 2003. She majored in advertising and public relations and has worked in marketing and advertising. Allison and Eric have two sons and are passionate about adoption advocacy as well as leveraging their gifts and resources to alleviate physical and spiritual poverty through microfinance and social businesses.

Elizabeth Fryman

ElizabethFryman@mchapusa.com

One of the core goals of our business is that we don’t want to just make rich people richer.  We want to care for clients in every way that wealth impacts them: financially, relationally, emotionally and even spiritually.  As a comprehensive wealth management team, we get to walk alongside clients through many different chapters in life.  Some of those moments are really beautiful. We get to see the sense of accomplishment at a retirement party, and the reflection of a career well spent. We get to listen to stories about travels, grand kids, anniversaries and charitable legacies.  The best part of our job is getting to witness the realization of all the retirement dreams that required hours of sacrifice and planning.  Most of these moments are wonderful.

However other life chapters are not so wonderful.  For example, what is the best way for us to care for clients when they lose a spouse or family member?  Is the risk adjusted rate of return important to them when they receive a cancer diagnosis?  Sure, there are financial implications from these tragedies that we are equipped to speak about.  But in those days and weeks, clients need more than an updated action summary from their financial plan.  They need someone who is specifically trained to help them process their loss, loneliness, or fear in a compassionate and loving way. 

For that reason, we have hired a client chaplain who can help us care for clients in a more comprehensive manner. Elizabeth has counseled hundreds of people through life’s tough chapters with empathy and wisdom. We are excited and grateful that she is part of our team.