President & CEO, AIF
704-991-1138

Christy Stoner is a graduate of Converse College with a bachelor’s degree in history and economics and serves as chief executive officer of Uwharrie Investment Advisors. She has been an investment professional since 1987 and is registered with FINRA as a securities principal, financial and operations principal, securities representative and is an Accredited Investment Fiduciary (AIF®).

Christy holds the North Carolina Life, Accident & Health and Medicare/Long-Term Care license. She has been with the company since 1991 and was responsible for the initial establishment and development of the bank-affiliated broker dealer.

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)