Brett Schmidt,
CFP®
Vice President
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Piedmont Group of Truist Investment Services, Inc.
214 North Tryon St
33rd Floor,
Charlotte, NC 28202-0026
About me
Background
Education
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Accomplishments
Recommended Resources
Market Pulse Markets Hit Highs Before Inflation Fears Trigger Pullback
Market views heading into the week highlight what we're watching and important news ahead.
Economic Commentary The Fed stuck in a Strait jacket
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker U.S. economy continues to power through
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.