Jeff Talley, President of Strategic Investment Advisors
Tuesday, January 15th 2008 - Albemarle, NC - Christy Stoner, Chief Executive Officer of Strategic Investment Advisors, announced that Jeff Talley, a well-known and highly respected financial executive in this community, has been recently named President of Strategic Investment Advisors by the Uwharrie Capital Corp Board of Directors.
Since joining the company in 1997, Jeff has held various positions within the holding company, Uwharrie Capital Corp and subsidiary, Bank of Stanly, and most recently as Executive Vice President with the investment subsidiary, Strategic Investment Advisors.
His primary focus has been business development, wealth management, operations and organizational management and strategic planning for the company.
Ms. Stoner commented, “Jeff has been a dedicated and conscientious professional of our organization for more than 10 years and has been the architect behind much of our successful growth strategy.
He shares our corporate commitment to exceptional customer service that will allow us to continue to grow by attracting, retaining and deepening more client relationships in the markets we serve.”
Jeff originally joined Bank of Stanly in January 1997 after receiving his Bachelor of Arts Degree in Economics from the University of North Carolina at Charlotte. In 2003 he received his Masters of Business Administration (MBA) with a concentration in Financial Institutions and Commercial Banking from the University of North Carolina at Charlotte.
Currently, Jeff is working toward receiving the Chartered Private Wealth Advisor (CPWA) designation from the Investment Management Consultants Association (IMCA) and the Certified Financial Planners (CFP) designation from the American College. Jeff and his wife Kellie are busy parents of two daughters Payton, age 5 and Reagan, age 2.
Uwharrie Capital Corp is a $410 million multi-bank holding company located in Albemarle, NC. The corporation offers a full range of financial solutions through its financial services subsidiary companies including Anson Bank & Trust, Bank of Stanly, Cabarrus Bank & Trust and Strategic Investment Advisors.
Strategic Investment Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC) and provides wealth management services to individuals, corporations and foundations in the Uwharrie Lakes Region. Currently, Strategic Investment Advisors has approximately $120 million under management.

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