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Lisa Simpson Email
Trust Officer and Senior Managing Director Strategic Initiatives . Piedmont Trust Company
Greensboro, NC
LocationL***********@piedmonttrust.com
Primary EmailHow to contact Lisa Simpson
Join and see Lisa's contact info for free!Current Roles
Employees:
31Revenue:
$5.2MAbout
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.Piedmont Trust Company Address
800 Green Valley RdGreensboro, NC
United States