Lori Misenheimer is Named Executive Vice President
Monday, April 3rd 2006 - Albemarle,
NC - Lorelei V. Misenheimer has been named Executive Vice
President of Strategic
Investment Advisors and has successfully obtained
her CERTIFIED FINANCIAL PLANNER certification. She is now
authorized by the Certified Financial Planner Borad of Standards
(CFP Board) to use the certification marks CFP®, Certified
Financial Planner in accordance with CFP Board certification
and renewal requirements.
Mrs. Misenheimer has worked with
Strategic Investment Advisors and Uwharrie
Capital Corp since
January 1986 and has extensive experience in the implementation
and management of employee benefit plans and retirement planning
for individuals and small businesses within this region.
She is a member of the Financial Planning Association and
holds the Series 7 and 66 registrations with the National
Association of Security Dealers (NASD) and the North Carolina
Life, Accident & Health Insurance License.
In Preparation for the exam, Mrs. Misenheimer
completed the coursework requirements for the Financial Planner
Program at Queens University Charlotte.
These marks identify those individuals who
have met the rigorous experience and ethical requirements
of the CFP Board, have successfully completed financial planning
coursework and exams and passed the 10-hour CFP® Certification
Examination covering the following areas: Financial Planning
Process, Risk Management, Investments, Tax Planning and Management,
Retirement and Employee Benefits and Estate Planning. CFP® certificants
also agree to meet ongoing continuing education requirements
and to uphold the CFP Board Code of Ethics, Professional
Responsibility and Financial Planning Practice Standards.
Mrs. Misenheimer is a graduate of Catawba
College where she obtained her Bachelor of Science Degree
in Business Administration, majoring in Business Management.
She is very active in her church as a youth leader, a
Sunday School teacher and in the community as a Central Partner
Volunteer at Central Elementary School. She and her husband,
Gary, have three children, Raeanna, Tyler and Loriel.
CFP Board, a nonprofit regulatory organization,
fosters professional standards in personal financial planning
so that the public values, has access to and benefits from
competent and ethical financial planning. CFP Board owns
the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered
CFP in the US, which awards to individuals who successfully
complete initial and ongoing certification requirements.
Uwharrie
Capital Corp, the parent company of Strategic Investment
Advisors, is a multi-bank holding company located in Albemarle,
NC. The corporation offers a full range of financial solutions
through its financial services companies including Anson
Bank & Trust, Bank
of Stanly, Cabarrus
Bank & Trust, Strategic
Investment Group and Strategic
Investment Advisors.
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Lindsey Smith
Receives Great Honors
Monday, March 27th 2006 - Albemarle, NC - Uwharrie Capital Corp's
very own Lindsey Smith received a prestigious honor as she was named
as a recipient of the Teaching Fellows Scholarship ... |
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