Our Team

Managing Partners / Advisors

• 

  William "Brad" Smith

  Managing Partner

  Phone Number 336-288-8788

  Email Brad@MidtownFA.com

  Website

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• 

  Chuck Furr, CFP®, AIF®

  Managing Partner

  Phone Number 336-852-4554

  Email Chuck@MidtownFA.com

  Website

  View Profile
• 

  Lori Haddock
  
  

  Managing Partner

  Email Lori@MidtownFA.com

  Website

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• 

  Jeff Phillips

  Managing Partner

  Email Jeff@MidtownFA.com

  Website

  View Profile
• 

  Ashby Cook

  Sr. Financial Consultant

  Phone Number 336-855-8981

  Email Ashby@MidtownFA.com

  View Profile
• 

  Dwain Gullion

  Financial Advisor

  Phone Number 336-790-2070

  Email dwain@midtownfa.com

  View Profile
• 

  Graham Jones

  Financial Advisor, CFP®

  Phone Number 336-288-8788

  Email graham@midtownfa.com

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• 

  Shepard Ottaway

  Financial Advisor

  Phone Number 336-288-8788

  Email shepard@midtownfa.com

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• 

  Karlee Lakin

  Financial Advisor

  Phone Number 336-790-2328

  Email karlee@midtownfa.com

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• 

  Barry Hopkins

  Financial Consultant

  Phone Number 336-549-0623

  Email barry@midtownfa.com

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• 

  Richard Westover

  Financial Advisor

  Phone Number 336-790-4849

  Email Richard@MidtownFA.com

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Associates

• 

  Kenda Blackwood

  Client Specialist for Chuck Furr

  Phone Number 336-852-4554

  Email Kenda@MidtownFA.com

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• 

  Holly Perryman

  Director of Business Development

  Email Holly@MidtownFA.com

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• 

  Leslie Craven

  Director of Client Relations for Ashby Cook

  Phone Number 336-855-8981

  Email Leslie@MidtownFA.com

  View Profile