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

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Who we are

The Piedmont Group 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.

The Piedmont Group of Truist Investment Services, Inc. was recognized by Forbes and SHOOK Research as a Best-in-State Wealth Management Team for both 2024 and 2025*.


*Each team of advisors 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 on January 2024/2025 and is based on the aforementioned criteria through the calendar year preceding the award date.
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

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.
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