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

Jay Harris

Keli Bucci

Margaret Reynolds

Lisa J. Simpson

Daniel F. Smith

Jamie J. Mcgriff

Benjamin R. Ripple

Financial and Investment Services

Leadership Team

Client and Trust Services

Piedmont Trust Company

Org chart

Teams

Financial and Investment Services

Leadership Team

Client and Trust Services

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