Financial Advisor, EVP
704-262-4857

Bob Brannan’s experience in the financial services industry dates to 1984 and has been associated with Uwharrie Bank (formerly Bank of Stanly) since 2006. He joined Uwharrie Investment Advisors as an investment advisor representative and executive vice president in April 2012. Bob is a graduate of the University of North Carolina, Charlotte with a Bachelor of Arts in Business Administration.

He holds FINRA Securities Registrations Series 7 and 66 and also holds a North Carolina Life Insurance license. He is a registered representative of Private Client Services, LLC.

Bob is an Eagle Scout and active supporter of Boy Scouts in the community and is a member of the Concord Rotary Club. He also serves on the boards of the Cabarrus College of Health Sciences, the Ben Mynatt Children’s Foundation, the Charlotte 49ers Athletic Foundation, and the Central NC Council Boy Scouts of America.

Advisory products and services are offered by Investment Advisory Representatives through Uwharrie Investment Advisors, a Registered Investment Advisor and subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank.

Retail brokerage and insurance products are offered by Registered Representatives through Private Client Services, LLC. FINRA and SIPC member. Private Client Services and Uwharrie Capital Corp along with its affiliates and/or subsidiaries are separate, distinct, and unaffiliated entities. It is important to note that the securities and insurance offered are: NOT BANK DEPOSITS AND NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT OBLIGATIONS OF OR GUARANTEED BY ANY FINANCIAL INSTITUTION – SUBJECT TO RISK AND MAY LOSE VALUE. Risk(s) will vary depending on investment made by the client. A Uwharrie Investment Advisor Representative will review these risk(s) with the client prior to investing.

Customer Disclosures and Client Relationship Summary (Form CRS)