Meet Your Financial Planning Partners

You may hear other financial planning and wealth management firms pledge to be your partner.

Our goal is for you to not only HEAR those words, but to FEEL it in every interaction you have with each member of our team.

Brad Smith, Midtown Financial Advisors

Brad Smith

Managing Partner
336-288-8788
Lori Haddock, Midtown Financial Advisors

Lori Haddock, CFP®, BFA

Managing Partner
336-790-3611
Jeff Phillips, Midtown Financial Advisors

Jeff Phillips

Managing Partner
336-790-2188
Ashby Cook, Midtown Financial Advisors

Ashby Cook, Jr.

Senior Financial Consultant
336-855-8981
Dwain Gullion, Midtown Financial Advisors

Dwain Gullion, CFP®, CKA®

Financial Advisor
336-790-2070, ext. 102
Graham Jones, Midtown Financial Advisors

Graham Jones, CFP®

Financial Advisor
336-288-8788
Richard Westover, Midtown Financial Advisors

Richard Westover

Financial Advisor
336-790-4849
Shepard Ottaway, Midtown Financial Advisors

Shepard Ottaway

Financial Advisor
336-790-2613
Zachary Feather of Midtown Financial Advisors headshot

Zachary Feather

Associate
336‑288‑8788
Holly Perryman of Midtown Financial Advisors headshot

Holly Perryman

Director of Business Development
336-288-8788
Leslie Craven, Midtown Financial Advisors

Leslie Craven

Director of Client Relations for Ashby Cook
336-855-8981
Jennifer Parsons of Midtown Financial Advisors headshot

Jennifer Parsons

Client Relations Representative
336-288-8788
Samantha Large of Midtown Financial Advisors headshot

Samantha Large

Relationship Manager
704-408-8484
Jon Robinson of Midtown Financial Advisors headshot

Jon Robinson

Portfolio Manager
Ken Peters of Midtown Financial Advisors headshot

Ken Peters, CAIA®

Portfolio Manger
Brandon Langley of Midtown Financial Advisors headshot

Brandon Langley

Portfolio Manager

Let's Talk

To discuss how we can help build your financial roadmap