Brett Schmidt

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

Brett.Schmidt@Truist.com

Phone 704-367-7992

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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.
Check the background of this investment professional on FINRA's BrokerCheck

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

  • 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

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.

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