Joel W. Grams, CRPC®, CLTC is a Financial Advisor and Financial Planner with Velocity Advisors. With close to 10 years of experience in the financial services industry, Joel is able to provide families and business owners with assistance in building their financial freedom. He has the skills, knowledge and experience required to help meet his client's established aspirations. Joel is qualified to provide special needs estate preservation planning and tax strategies. His goal is to become a lifetime resource for each and every client.
Joel is active in the community, serving as an Elder for St. Paul Lutheran Church,a School and Co-leader of support group "Understanding Mental Illness" for the National Alliance on the Mentally Ill. Joel resides in Avon.
Joel has a Bachelor of Arts from Wittenberg University, has the Chartered Retirement Planning Counselor (CRPC) and has the Certified Long-Term Care (CLTC) designations and holds the FINRA Series 7 and 66 securities registrations, and life and health insurance license.