Brett Schmidt,
CFP®
Vice President
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Piedmont Group of Truist Investment Services, Inc.
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
As a CERTIFIED FINANCIAL PLANNER® professional, Brett Schmidt has been advising clients in wealth management and retirement planning since 2012, specializing in comprehensive wealth management.
Investment Advisor Representative, Truist Advisory Services, Inc.
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Education
Bachelor of Science in Finance
University of Maryland
2007
2011
Personal Interests
Brett is a graduate of the University of Maryland. He and his wife, Nina, have one son, Henry, born in November 2019. In addition to working full time in financial services, he's previously played professional lacrosse (10 years) and enjoys coaching youth lacrosse in Charlotte. He's an active participant in the Charlotte business community and, in his spare time, enjoys golf and being with his family.
Specialties
Financial planning
Risk management
Investment management
Estate planning
Financial education
Business management and planning
Investment planning
Accomplishments
Forbes Best-In-State Wealth Management Teams
2024
Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.
Locations
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Map
214 North Tryon St,
33rd Floor, Charlotte, NC 28202-0026
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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