Brett Schmidt

Brett Schmidt, CFP®
Financial Consultant Truist Investment Services, Inc.
The Piedmont Group of Truist Investment Services, Inc.

6805 Morrison Blvd

Suite 120,

Charlotte, NC 28211-3551

About me

Background

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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

  • 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

Sterling Performer
BB&T Now Truist 2016
Sterling Performer
BB&T Now Truist 2017
Sterling Performer
BB&T Now Truist 2019
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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