Sheets Smith Wealth Management, Inc
Sheets Smith Wealth Management (SSWM) is an independent, registered investment advisory firm headquartered in Winston-Salem, North Carolina, with satellite offices in Atlanta, Georgia, and West Palm Beach, Florida. Since 1982, SSWM has provided wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. Utilizing a team approach, we provide a range of personalized services and develop lasting relationships with our clients while assisting them with the accumulation, preservation and transfer of wealth. Learn more about how our tailored investment solutions can help you reach for goals today at
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Verified contacts
9
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
33
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JC
Jeff Christopher
Investment Manager · Finance & Accounting
EmailPhone - AH
Allison Hewett
Chief Compliance Officer · Legal
EmailPhone - PA
Paul Anthony
President · General Business & Management
EmailPhone - EP
Emery Pike
Senior Advisor · Finance & Accounting
EmailPhone - RS
Ryan Sheets
Wealth Manager · Finance & Accounting
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Sheets Smith Wealth Management, Inc
7 distinct titles indexed · top 7 shown.
- 2senior advisor
- 2wealth manager
- 1chief compliance officer
- 1investment manager
- 1president
- 1summer analyst
- 1wealth service associate
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