Jack Lord
Financial Advisor
Contact Jack
Team Office
Jack’s Locations
Raleigh, NC 27607 (919) 341-4945
About Jack
Jack brings a strong analytical foundation and passion for problem-solving to his work in financial services. He earned a Bachelor of Arts in Mathematics, along with a minor in Philosophy, from the University of North Carolina at Chapel Hill in May 2026. During his time at UNC, Jack was recognized as an Honors Carolina Laureate and inducted into Phi Beta Kappa, reflecting his academic excellence and commitment to intellectual curiosity.
At UNC, Jack also applied his quantitative skills outside the classroom as a member of the university’s competitive poker team, competing in the 2025 Intercollegiate Poker Association tournament and helping his team advance to the playoffs.
Jack’s background in mathematics and philosophy informs his thoughtful, disciplined approach to analysis and decision-making.
Outside the office, he enjoys reading philosophy and literature, staying active through weightlifting and tennis, and spending time outdoors.
Education
- BA, Mathematics, University of North Carolina
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Our advisory teams work best with households that have $500,000 or more in investable assets.
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(Weekdays 8am–6pm Central)
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