Sr. Financial Advisor, EVP, CFP®, AIF®
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.