Meet Our Advisors

A team of local, financial professionals with well over 100 years of combined investment management experience solidified through the ups and downs of many market cycles. We are here to help and serve you.

Advisory products and services 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 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.

The professional certifications, credentials, designations, licenses, and/or qualifications listed herein have not been sponsored, recommended, or approved by any state or federal governmental entity, agency (including the Securities and Exchange Commission), or office, nor have they been approved or endorsed by any self-regulatory authority. The Firm does not represent or imply otherwise.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®, as well as the “CIMC®” and “Certified Investment Management Consultant®” certification marks. Use of CIMA®, Certified Investment Management Analyst®, CIMC®, or Certified Investment Management Consultant® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

The CLU® is the property of The American College, which reserves sole rights to its use, and is used by permission.

The ChFC® is the property of The American College, which reserves sole rights to its use, and is used by permission.

Customer Disclosures and Client Relationship Summary (Form CRS)