The Piedmont Group of Truist Investment Services, Inc. The Piedmont Group of Truist Investment Services, Inc.

The Piedmont Group of Truist Investment Services, Inc.

214 North Tryon St

33rd Floor,

Charlotte, NC 28202

ThePiedmontGroup@Truist.com

Phone 704-367-7993

Get directions

See all locations

Who we are

The Piedmont Group of Truist Investment Services, Inc, is a team of financial professionals committed to building long-term advice-based client relationships built on trust, respect, and patience. With over 60 years of combined investment advisory experience, the team provides clients with a clear path to achieving their long-term financial goals. In addition, The Piedmont Group periodically reviews, informs, and makes prudent and appropriate adjustments and recommendations to help clients navigate the various decisions that lead them to their chosen destinations throughout their personal financial journeys.
Check the background of this investment professional on FINRA's BrokerCheck

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

Best In State Wealth Management Teams*
Forbes 2024 External
Best In State Wealth Management Teams*
Forbes 2025 External
Setting the destination, understanding the current location, and knowing the path that sits between are crucial elements for planning any journey. The financial journey a client and their family embark upon has many similar aspects. For example, along the financial journey, The Piedmont Group believes there are three major stages all investors must navigate when seeking their financial goals:
- Build
- Protect
- Spend

Therefore, we have developed a set of interconnected strategies called “Build–Protect–Spend” to help investors navigate the specific needs for each stage. These strategies are designed to work together to help our clients accumulate, preserve, and distribute wealth within an ever-changing world.

Please reach out to the Piedmont Group to discuss how we might be able to help you in your personal financial journey.

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.

Market views heading into the week highlight what we're watching and important news ahead.
05/18/2026
Article
05/18/2026
Market Pulse – May 18, 2026

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.
05/18/2026
Article
05/18/2026
Market Pulse – May 18, 2026

Market Perspective The teflon market – A few risks starting to stick

After a V-shaped recovery, the market is more vulnerable to bad news. Bull trend remains intact but expect a bumpier path.

Market Perspective
05/15/2026
Article
05/15/2026
Market Perspective - May 15, 2026

Market Perspective The teflon market – A few risks starting to stick

After a V-shaped recovery, the market is more vulnerable to bad news. Bull trend remains intact but expect a bumpier path.
05/15/2026
Article
05/15/2026
Market Perspective - May 15, 2026

Economic Commentary The Fed stuck in a Strait jacket

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
05/15/2026
Article
05/15/2026
Economic commentary – May 15, 2026

Economic Commentary The Fed stuck in a Strait jacket

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
05/15/2026
Article
05/15/2026
Economic commentary – May 15, 2026
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
     Fax {4}

    {0} {1}
    Component ID : "accordionGridLayout-180858428"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2026, Truist. All Rights Reserved.