Ann R. Broadway, MSM
Ann specializes in retirement planning and Social Security. Ann has over 20 years of strategic planning experience with Fortune 500 companies. She earned her Bachelor’s degree from Vanderbilt University and her Master of Science in Management from N. C. State University.
Adams Financial Partners
Lyn Adams Jr., AIF , CFP
President, Registered Principal
Certified Financial Planner with degrees in Economics and Business Management from North Carolina State University.
Lyn has been a professional financial consultant since 1994 and was recognized with the "40 Under 40″ leadership award by the Triangle Business Journal in 2005 for his outstanding contributions to his profession and service to the community.
He is a popular speaker and teacher on financial education topics, serves as a mentor partner for families through The Carying Place, a member of Ten39Church, and serves on the Board for Carolina Elite Sports, a local youth outreach and ministry program.
Justin Groce, CFP
Partner, Registered Principal
Certified Financial Planner with degrees in Economics and Business Management from UNC Chapel Hill.
Justin is a Partner of Adams Financial Partners, Inc. and a financial advisor with Cetera Advisor Networks LLC. He joined our team in 2001 and has been developing and implementing strategies to help grow and protect his clients’ wealth through personalized financial planning.
Justin holds many securities registrations including Series 7, 24, 63, and 66. He is active in the triangle community with the UNC Educational Foundation and Hope Community Church and resides in Cary with his wife, Melonie and sons, Jackson and Bryson.
Partner, Financial Advisor
Financial Advisor with degrees in Management and Finance from North Carolina State University.
Jason Shore is a Partner of Adams Financial Partners, Inc. and a financial advisor with Cetera Advisor Networks LLC. Having joined our team in 2004, he works with individuals and families developing and implementing personalized investment strategies.
He is a licensed NC Life & Health insurance agent and a registered representative with Cetera Advisor Networks, LLC, holding his Series 7 & 66 registrations.
Brett Campbell, CFP , AIF
Partner, Financial Advisor
Certified Financial Planner with a degree in Economics from UNC Chapel Hill.
Brett Campbell is a Partner of Adams Financial Partners, Inc., and a financial advisor with Cetera Advisor Network LLC. Brett’s goal is to help clients reach their financial goals by providing the highest quality financial advice and asset management services available.
He is a licensed NC Life and Health insurance agent and a registered representative with Cetera Advisor Networks LLC, holding his Series 7 and 66 registrations. He and his wife, Lindsay, and children, Blair, Barrett, Brody & Beau live in Cary, NC.
Elizabeth Donner, CRPC
Beth joined Adams Financial in 2002. She has a degree from UNC-Charlotte and works with a spectrum of financial and insurance products; along with charitable and retirement planning. Her insurance licenses include Life & Health, Med Sup, & LTC.
Chuck Vinoski, CFP
Chuck graduated from Guilford College with a degree in Economics. Chuck served as an officer in the U.S. Army, and later was an executive for a Fortune 50 company with assignments in the areas of corporate strategic and financial planning. He is an active member of the Financial Planning Association.
Nat Coats, JD
Nat holds a degree in Trust Management and Finance from Campbell University and a Law degree from NC Central. He helps individuals and families reach their financial goals with investment and wealth management strategies. Nat is a registered representative with Cetera Advisor Networks LLC, holding Series 7 and 66 registrations. He also holds his NC Life and Health insurance licenses.
Larry Carroll, CFP
Larry is the President and CEO of Carroll Financial which currently manages or supervises over $3 billion in advisory and brokerage assets. Carroll Financial has grown into one of the largest independent financial planning and investment management firms in Charlotte and the Southeast. He has served as a strategic partner and investment strategist with Lyn since 2001.
Certified Financial Planner with a degree in Finance from Michigan State University.
John Adams II, CFP , AIF , CRPC
Partner, Financial Advisor
John joined Adams Financial in 2010 with previous experience at Ameriprise Financial. He works as a client advisor as well as senior research associate on our investment management team.
He is a licensed NC Life and Health insurance agent and a registered representative with Cetera Advisor Networks LLC, holding his Series 7 and 66 registrations. He and his wife, Nikki, and children, Nathan & Hailey live in Morrisville, NC.
Jon obtained his undergraduate and Master's degrees from UNC Chapel Hill. He uses a personalized approach to help clients at all life stages close the gap between their financial reality & their goals. Jon is a registered representative with Cetera Advisor Networks LLC, holding Series 7, 63, & 65 registrations. His insurance licenses include his NC Life and Health, Med Sup & LTC.
Insurance and Mortgages
Dan specializes in property and casualty insurance services and home mortgages. He has over 15 years of industry experience in risk management and financial consulting. Dan received his BS in Management, with a concentration in Marketing from UNC-Asheville.