Advisors at this firm
Paul B
Series 63, Series 66
Charlotte, NC
Piedmont Wealth Advisory
Paul Bradley is a financial advisor with Piedmont Wealth Advisory in Charlotte, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory, LLC, and Vanguard Advisers, Inc. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, constructing customized, long-term portfolios using fundamental analysis and diversified, low-cost instruments, while allowing client-imposed restrictions and retention of legacy holdings.
James S
CFP®, Series 63
Reston, VA
Piedmont Wealth Advisory
James Sexton is a CFP® with 12 years of industry experience, currently serving as an advisor at Piedmont Wealth Advisory. His prior roles include positions at Oakmont Wealth Advisory, Hayden Royal, Niagara International Capital Limited, and Vanguard Marketing Corporation. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, constructing customized, long-term portfolios using fundamental analysis and diversified, low-cost investment instruments, and offers both discretionary and non-discretionary management along with specialized planning services.
Douglas B
Series 63, Series 65
Reston, VA
Piedmont Wealth Advisory
Douglas Birnie is a financial advisor at Piedmont Wealth Advisory with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oak Barrel Wealth Advisory LLC, Oakmont Wealth Advisory LLC, Hayden Royal, Niagara International Capital Limited, and Wells Fargo Clearing Services. Piedmont Wealth Advisory provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, and estates. The firm operates as a fiduciary, constructing customized portfolios using fundamental analysis, diversified low-cost instruments, and allows client-imposed restrictions and legacy holdings retention.
