top of page

Midtown Financial Advisors, LLC

Our Team

William "Brad" Smith

William "Brad" Smith

Managing Partner

Lori Haddock<br><br>

Lori Haddock

Managing Partner

Jeff Phillips

Jeff Phillips

Managing Partner

Ashby Cook

Ashby Cook

Sr. Financial Consultant

Richard Westover

Richard Westover

Financial Advisor

Dwain Gullion

Dwain Gullion

Financial Advisor, CFP®

Graham Jones

Graham Jones

Financial Advisor, CFP®

Leslie Craven

Leslie Craven

Director of Client Relations for Ashby Cook

Holly Perryman

Holly Perryman

Director of Business Development

Shepard  Ottaway

Shepard Ottaway

Financial Advisor

Fax Number: 336-698-3180
Phone: 336-288-8788
Email: shepard@midtownfa.com

Barry Hopkins

Barry Hopkins

Financial Consultant

Brandon Berry

Brandon Berry

Associate

Zachary Feather

Zachary Feather

Associate

bottom of page