lori@midtownfa.com
336-790-3611
Managing Partner
Lori Haddock has focused on providing wealth advisory services to individuals and families in the Piedmont Triad region of North Carolina since 2012. She works comprehensively with her clients on their financial planning needs.
Previously, Lori spent more than 30 years in banking with Wells Fargo and its predecessors, First Union and Wachovia. For 13 years she worked in commercial banking and real estate lending, for another 13 she focused in relationship management for private banking, and she was a trust officer for four more.
Lori is a graduate of East Carolina University, where she earned both a Bachelor of Science in Business Administration and a Master of Business Administration.
She is a Certified Financial Planner® professional and holds a Behavioral Financial Advisor (BFA) designation from Think2perform.
Community Steward
Lori has lived in Greensboro, NC, for most of her life and has a long history of volunteering with organizations in her home community.
She is a member and Secretary of The Rotary Club of Greensboro and serves as Chair of the Board of Directors for Kintura, which operates several continuing care retirement communities. She previously served on the Board of Directors for Presbyterian Homes/Brightspire and has also held board and committee roles with the Rotary Club of Greensboro and Greensboro Montessori School.
Lori participates in various fundraising events in the community, and she is an active member of St Pius X Catholic Church. She is married to Byron and has two adult children: Ben and Kate. She enjoys hiking, walking her dogs, exercising, reading, and music.
