Uwharrie Bank – Lori Misenheimer

Lori Misenheimer
Sr. Financial Advisor, EVP, CFP®, AIF®
704.991.1173

Lori Misenheimer has lived in Albemarle and worked with Uwharrie Investment Advisors and Uwharrie Capital Corp since 1986. She has extensive experience in the implementation and management of employee benefit plans and retirement planning for individuals and small business owners within this region. Lori is a graduate of Catawba College where she obtained her Bachelor of Science in Business Administration with a concentration in business management.

Lori holds FINRA Securities Registrations Series 7 and 66 and also has a NC Life, Accident & Health insurance license. She is a registered representative of Private Client Services, LLC. Additionally, she is a member of the Financial Planning Association and is an Accredited Investment Fiduciary (AIF®) certificant. She has successfully completed the CFP® comprehensive examination administered by the Certified Financial Planners Board of Standards, Inc.

Uwharrie Investment Advisors is a subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank.

Retail brokerage and insurance products are offered through Private Client Services, LLC (2225 Lexington Rd., Louisville, KY 40206; phone: 502-451-0600). FINRA and SIPC member. Operates under the marketing name of Uwharrie Investment Group. Private Client Services, LLC and Uwharrie Capital Corp., along with their affiliates and subsidiaries are separate, distinct, and unaffiliated entities.

Securities and insurance offered are not bank deposits, not insured by the FDIC or any other state or federal government agency, not obligations of or guaranteed by any financial institution, and are subject to risk and may lose value. Risk(s) will vary depending on investments 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.