Piedmont is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our advice is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets. Our core competencies include: investment advising and consulting; trustee and fiduciary services; estate, trust, and charitable administration; financial, tax, philanthropic and business succession planning; educational programming; and family meeting facilitation.

Consulting

Finance

Investment Management

Personal Finance

Piedmont Trust Company

Piedmont Trust Company's headquarters in Greensboro, United States

Jay Harris

Lisa J. Simpson

Daniel F. Smith

Jamie J. Mcgriff

Benjamin R. Ripple

The Financial and Investment Services team at Piedmont Trust Company specializes in providing comprehensive wealth management solutions for high-net-worth clients. Their responsibilities include offering investment advising and consulting, managing trustee and fiduciary services, overseeing estate, trust, and charitable administration, and delivering tailored financial, tax, and philanthropic planning. They also facilitate business succession planning, provide educational programs, and coordinate family meetings to enhance financial literacy and legacy planning among clients.

Financial and Investment Services

The Leadership Team at Piedmont Trust Company is responsible for setting the strategic direction and overseeing the operations of the firm. Comprising executives such as the President and Chief Executive Officer, Virtual CFO, Managing Director of Operations, Executive Vice President and Chief Client Officer, Chief Investment Officer, and Trust Officer and Senior Managing Director of Strategic Initiatives, this team ensures the delivery of high-quality investment and wealth management services. They focus on maintaining client satisfaction, driving business growth, and upholding the company's legacy-oriented values through comprehensive financial, tax, and succession planning for multi-generational families.

Leadership Team

The Client and Trust Services team at Piedmont Trust Company is responsible for delivering comprehensive fiduciary and trust-related services to our high-net-worth clients. This includes administering estates and trusts, executing charitable trusts, and providing strategic planning for financial, tax, and philanthropic goals. The team also facilitates family meetings and educational programs to ensure seamless multi-generational wealth management and succession planning.

Piedmont Trust Company

Org chart

Teams

Financial and Investment Services

Leadership Team

Client and Trust Services

Offices

Piedmont Trust Company

Org chart

Teams

Financial and Investment Services

Leadership Team

Client and Trust Services

Offices

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