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Managing Partners / Advisors

Managing Partners / Advisors

Brad Smith, a native of Greensboro, started his career in the financial services industry the day after he graduated from the UNCG Bryan School of Business in 1996. He began the journey with Jefferson Pilot before leaving to work with...

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Chuck Furr started Furr & Associates Financial in 1987 as a licensed insurance advisor and concentrated primarily on bringing value and service to businesses with their insurance benefits and investment needs. For the last 10 years,...

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Lori Haddock spent 30 years in banking with Wells Fargo and its predecessors, First Union and Wachovia.

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Jeff Phillips is a Managing Partner of Midtown Financial Advisors and has been a Wealth and Investment Advisor for over 30 years.

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Rick Raiford

Managing Partner

336-617-3922

336-698-3180

Rick Raiford has spent his entire career in the field of investment management. His career began as a registered financial advisor with Phillips Capital Management in Greensboro, NC.

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Ashby Cook

Sr. Financial Consultant

336-855-8981

336-698-3180

Ashby Cook was born and raised in High Point. He graduated from Wake Forest in 1971 and started his financial career with Lincoln Financial immediately after graduation. He was an Agency Manager with Pilot Life and Jefferson Pilot from...

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Richard began his career as a financial professional in 2014, and after a year of working in a support role and learning the operations side of the business, he became a licensed representative in 2015. His passion for personal finance...

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Graham Jones

Financial Advisor

336-288-8788

336-698-3180

Graham joined Midtown Financial advisors in May 2018 as a Registered Office Assistant. He is currently working towards becoming a fully licensed advisor, and already maintains his Series 7, Series 65, and life insurance licenses....

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Sheree Clapp, APR

Director of Retirement Plan Services and Registered Assistant

336-790-2328

336-698-3180

Sheree Clapp* joined Furr & Associates / Midtown Financial Advisors in 2015 and has more than 20 years of experience in Employee Benefits. Prior to joining the firm, Sheree gained direct experience in all areas of employee benefits....

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