Sheets Smith Wealth Management

Robert Pike is a CFA® charterholder with 19 years of industry experience. He is affiliated with Sheets Smith Wealth Management in Winston Salem, NC, and has worked at Stratford Advisors, Inc. since 2004. Sheets Smith Wealth Management serves individuals, families, foundations, endowments, and retirement plans, offering investment management and financial planning services. The firm customizes asset allocation and investment strategies based on clients’ risk tolerance and investment horizon, employing a long-term, buy-and-hold approach and utilizing a range of investment vehicles including equities, fixed income, ETFs, and alternative investments.

David Gilbert is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Sheets Smith Wealth Management in Winston Salem, NC, since 1994. Outside of his advisory role, he is a partner, officer, and director in multiple real estate organizations. Sheets Smith Wealth Management serves individuals, families, foundations, endowments, and retirement plans, offering investment management and comprehensive financial planning. The firm customizes strategies based on client risk tolerance and investment horizon, employing a long-term, buy-and-hold approach and utilizing a range of asset classes including equities, fixed income, ETFs, REITs, and alternative investments.

Phu Roy O is a financial advisor at Sheets Smith Wealth Management in Winston Salem, NC, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Sheets Smith Wealth Management since 2012. Sheets Smith Wealth Management serves individuals and families, including high-net-worth clients, as well as foundations, endowments, and retirement plans. The firm offers investment management, wealth preservation, and financial planning services, using tailored asset allocation strategies and a long-term, buy-and-hold approach to equities.

Thomas Cartee is a financial advisor at Sheets Smith Wealth Management in Winston Salem, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Sheets Smith Wealth Management since 1997. Sheets Smith Wealth Management serves individuals and families, including high-net-worth clients, as well as foundations, endowments, and retirement plans. The firm offers investment management, wealth preservation, and financial planning services, employing tailored asset allocation strategies that combine equities, fixed income, and alternative investments with a long-term, buy-and-hold approach.

John Sheets is a CFP® professional with 21 years of industry experience. He has been with Sheets Smith Wealth Management since 2017 and was previously with Sheets Smith Wealth Mgmt from 1982 to 2017. Sheets Smith Wealth Management serves individuals and families, including high-net-worth clients, as well as foundations, endowments, and retirement plans. The firm offers investment management and financial planning services, tailoring strategies to client risk tolerance and investment horizon, and employs a long-term, buy-and-hold approach to equities.

Mary Shamburg is a financial advisor at Sheets Smith Wealth Management with 11 years of industry experience. She holds a Series 65 designation and has worked at Sheets Smith Wealth Management since 2017, following prior roles at HMC Partners and JBJ Investment Partners, LLC. Sheets Smith Wealth Management serves individuals and families, including high-net-worth clients, as well as foundations, endowments, and retirement plans. The firm offers investment management and financial planning services, tailoring asset allocation and investment strategies to clients’ risk tolerance and investment horizon, with a focus on a long-term, buy-and-hold approach.

Ntina Skoteiniadis is a financial advisor at Sheets Smith Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Rubicon Fund Management LP. Outside of her advisory role, she is a co-manager of Bonifacio, LLC, an entity that owns farmland, where she handles administrative duties. Sheets Smith Wealth Management serves individuals, families, and institutional clients, providing investment management and financial planning with a focus on tailored asset allocation and a long-term, buy-and-hold investment approach.

Geoffrey Dann is a financial advisor at Sheets Smith Wealth Management with four years of industry experience. He holds a Series 65 designation and previously managed Dann Asset Advisors, LLC for 13 years. In addition to his advisory role, he co-manages a family real estate business and serves as treasurer and investment committee member for the Catskill Center for Conservation and Development, as well as a member of the investment committee for the New York-New Jersey Trail Conference. Sheets Smith Wealth Management serves individuals, families, and institutional clients, providing investment management, wealth preservation, and financial planning services. The firm emphasizes tailored asset allocation and a long-term, buy-and-hold investment approach, incorporating a range of asset classes including equities, fixed income, and alternatives.

Paul Anthony is a CFA® charterholder with 21 years of industry experience. He has been with Sheets Smith Wealth Management since 1999 and continues to serve there as an advisor. Outside of his advisory role, he is a director at InterActive Cards, a company focused on interactive card technology. Sheets Smith Wealth Management serves individuals, families, foundations, endowments, and retirement plans, offering investment management and comprehensive financial planning. The firm customizes asset allocation and investment strategies based on clients’ risk tolerance and investment horizons, employing a long-term, buy-and-hold approach and a range of investment vehicles including equities, fixed income, ETFs, and alternatives.

Trent Sheets is a CFP® certificant with 16 years of industry experience. He has been with Sheets Smith Wealth Management since 2013. The firm serves individuals and families, including high-net-worth clients such as senior corporate executives and beneficiaries of inherited wealth, as well as foundations, endowments, and retirement plans. Sheets Smith Wealth Management offers investment management, wealth preservation strategies, and comprehensive financial planning, using tailored asset allocation and a long-term, buy-and-hold investment approach.

Jeffrey Christopher is a financial advisor at Sheets Smith Wealth Management in Winston Salem, NC, holding a Series 65 designation with 20 years of industry experience. He has been with Sheets Smith Wealth Management since 2002. Sheets Smith Wealth Management serves individuals, families, and institutional clients by providing investment management, wealth preservation, and financial planning services. The firm customizes asset allocation and investment strategies based on client risk tolerance and investment horizons, employing a range of securities including equities, fixed income, ETFs, and alternative investments.