“You don’t need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with a 130 IQ. Rationality is essential.” ~ Warren Buffett 1 Introduction Joel Kelley believes that achieving a secure financial future requires not only an investment of capital but, more importantly, an investment of time. By following a common sense approach to investing time and capital, most financial goals are attainable. Intelligent investing naturally follows this common sense approach, which relies more on the magnitude of the commitment than the magnitude of the IQ. About Joel Kelley..... - Founded Woodstone Financial, LLC, a Registered Investment Advisor, in May, 2003, to offer professional, unbiased education and personalized, investment management and financial planning to clients;
- Masters Degree in Science Education, University of Georgia in 1979;
- Bachelor of Science Degree in Geology, University of Georgia, 1977;
- Married for 32 years to Leann Kelley, Joel is the father of three daughters;
- Joel is a affiliate member of both the Financial Planning Association and the National Association of Personal Financial Advisors;
- Member of the Board of Directors for the WNC Chapter of Financial Planning Association
- Corporate Underwriter for local PBS Station, WCQS;
- Member of the Asheville Area Chamber of Commerce.
- Transitions program Instructor for the NC Center for Creative Retirement at UNC-Asheville.
1Andrew Kilpatrick, Of Permanent Value: The Story of Warren Buffett, (Birmingham, AKPE, 1994), p. 568. Woodstone Financial, LLC One Town Square Boulevard Biltmore Park, Suite 204 Asheville, NC 28803 Phone: (828) 687-8082 Fax: (828) 687-1850 Email: info@woodstonefinancial.com Website: http://www.woodstonefinancial.com
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