Piedmont Trust Company
Wendelyn Kelly currently serves as the Director of Client Communications and Relationship Advisor at Piedmont Trust Company, a position held since April 2023. Prior to this role, Wendelyn was the Chief of Staff at Working Simply, Inc., from September 2018 to April 2023, where expertise in tailoring business productivity programs was utilized. Wendelyn's career also includes significant experience at ettain group, serving as Delivery Manager, Account Manager, and Technical Recruiter from July 2010 to August 2018, supporting recruitment and managed services in IT and healthcare. Earlier, Wendelyn worked as Program Coordinator at the SC Budget and Control Board from June 2008 to July 2010. Wendelyn holds a Bachelor of Science degree in Psychology from Wofford College, obtained in 2008.
Piedmont Trust Company
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.