Our Team

Managing Partners / Advisors

• 

  William "Brad" Smith

  Managing Partner

  Phone Number 336-288-8788

  Email Brad@MidtownFA.com

  Website

  View Profile
• 

  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

  View Profile
• 

  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
• 

  Richard Westover

  Financial Advisor

  Phone Number 336-790-4849

  Email Richard@MidtownFA.com

  View Profile
• 

  Dwain Gullion

  Financial Advisor

  Phone Number 336-790-2070

  Email dwain@midtownfa.com

  View Profile
• 

  Graham Jones

  Financial Advisor

  Phone Number 336-288-8788

  Email graham@midtownfa.com

  View Profile
• 

  Shepard Ottaway

  Financial Advisor

  Phone Number 336-288-8788

  Email shepard@midtownfa.com

  View Profile

Associates

• 

  Kenda Blackwood

  Client Specialist
  
  

  Phone Number 336-852-4554

  Email Kenda@MidtownFA.com

  View Profile
• 

  Leslie Craven

  Director of Client Relations
  
  

  Phone Number 336-855-8981

  Email Leslie@MidtownFA.com

  View Profile
• 

  Holly Perryman

  Director of Business Development

  Email Holly@MidtownFA.com

  View Profile
• 

  Brittany Fischer

  Client Services

  Phone Number 336-790-2070

  Email brittany@midtownfa.com

  View Profile
• 

  Karlee Lakin

  Client Services Specialist

  Phone Number 336-790-2070

  Email karlee@midtownfa.com

  View Profile