Home > Trust & Investments > Custodial Services

UVEST Brokerage Services

To assist you with planning your financial strategy, High Point Bank and Trust has formed a unique partnership with UVEST Financial Services, Member FINRA, SIPC. Through this partnership, you have access to a full range of financial options, including financial needs analysis, mutual funds, annuities and more.

Jim Drum, Our Senior Investment Consultant, is available to work with you to develop a strategy for your investing needs. As your financial situation changes, he can also help you review your portfolio and suggest areas that might need adjustment.

Products and Services Available

- Retirement Planning
- Bonds
- College Planning
- IRAs
- 529 Plans
- 401(k) Rollovers
- Mutual Funds
- Fixed Annuities
- Stocks
- Variable Annuities



To arrange a confidential financial review, contact Jim Drum at (336) 881-3608

UVEST Full Brokerage Services

* Securities and insurance products are offered by UVEST Financial Services and its affiliates, member FINRA/SIPC. UVEST and High Point Bank and Trust Company are independent entities.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services’s U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Member of the Financial Industry Regulatory Authority (FINRA) For more information, please visit www.finra.org.
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.