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Piedmont Wealth Partners

In PWD coverage since September 30, 2026 · 2 stories
2Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 30 · team liftout
Advisor
Sep 29 · team liftout
PWD coverage
Moves

Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte

Two of the three managing directors built their careers inside bank-owned brokerages; Brett T. Schmidt's record begins at BB&T Securities in 2012.
move · Sep 30Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte
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