Client Services Administrator
704-991-1129

Velinda joined Uwharrie Investment Advisors in 2025. She is a graduate of Rowan-Cabarrus Community College where she obtained her Associate’s Degree in Applied Science.

Velinda supports Uwharrie Investment Advisors clients and advisors with onboarding, account administration and day to day service needs. She brings extensive operations and client service experience from previous support roles.

Velinda holds FINRA Series 7, 63 and 66 registrations. She is a Registered Representative of Private Client Services, LLC and a licensed insurance representative for NC and SC Life, Accident and Health Insurance.

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)