Financial Advisor, Principal, SVP
704-991-1275

JoAnne joined Uwharrie Investment Advisors in 2009. She is a graduate of Graduate of Gardner Webb University where she obtained her Bachelor’s Degree.

JoAnne is a Financial Advisor Principal for Uwharrie’s retail investment business. In this compliance role, JoAnne supervises all of the branch offices and branch office managers for Uwharrie Investment Group.

JoAnne holds Series 7 and 66 FINRA licenses, the Series 24 general principal license and holds the North Carolina Life, Accident & Health insurance license.

Advisory products and services are offered by Investment Advisory Representatives through Uwharrie Investment Advisors, a Registered Investment Advisor and subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank.

Retail brokerage and insurance products are offered by Registered Representatives through Private Client Services, LLC. FINRA and SIPC member. Private Client Services and Uwharrie Capital Corp along with its affiliates and/or subsidiaries are separate, distinct, and unaffiliated entities. It is important to note that the securities and insurance offered are: NOT BANK DEPOSITS AND NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT OBLIGATIONS OF OR GUARANTEED BY ANY FINANCIAL INSTITUTION – SUBJECT TO RISK AND MAY LOSE VALUE. Risk(s) will vary depending on investment made by the client. A Uwharrie Investment Advisor Representative will review these risk(s) with the client prior to investing.

Customer Disclosures and Client Relationship Summary (Form CRS)