Karlee Lakin

Financial Advisor

Karlee Lakin received her Associate in Arts at Guilford Technical Community College in 2019 while being awarded the Academic Excellence Award and Outstanding College Transfer Graduate. She transferred to Appalachian State University and graduated with a BSBA degree in Finance and Banking in May of 2021.  During her time at ASU, Karlee participated and was part of the leadership in the campus ministry Reformed University Fellowship (RUF). Furthermore, she was a member and equity analyst in a collegiate class of 12 hand-selected students in the finance program where they actively managed a stock portfolio for the school, The Bowden Investment Group. After graduating, she spent three months doing a missions internship for Reaching a Generation in South Africa and Zambia.

Karlee has recently become the newest onboarded Financial Advisor on the Midtown Financial Advisors team. She interned for Chuck Furr and his staff for three years during her school breaks at Appalachian State University (ASU).

Karlee is an active member at Definition Church and enjoys time with friends & family, hiking, and coffee. She is witty, a fast learner, and one who values the cultivation of relationships. Karlee enjoys the financial markets and assisting people with accomplishing their life goals. She wants to be an advocate for clients and help them navigate the complexities that finances can bring.


Phone 336-790-2328