Brett Schmidt Email & Phone Number
Managing Director, Financial Advisor at Truist Investment Services, Inc. @ Truist Securities
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Brett Schmidt Location
- Charlotte, NC, US
Brett Schmidt Work
- Managing Director, Financial Advisor at Truist Investment Services, Inc. @ (January 2024 - Present)
- Vice President, Financial Consultant at Truist Investment Services, Inc. @ (February 2021 - December 2023)
- Player @ (March 2019 - August 2021)
- Financial Planner @ (August 2020 - February 2021)
- Financial Advisor @ (October 2012 - August 2020)
- Leadership Development Program @ (January 2012 - October 2012)
- Player @ Major League Lacrosse- Charlotte Hounds (February 2012 - January 2019)
Brett Schmidt Education
-
Bachelor (Finance)
- University of Maryland College Park
Brett Schmidt Skills
- Series 66
- Life & Health Insurance Licenses
- Financial Advisory
- Series 7
- Financial Analysis
- Life And Health Insurance Licenses
Brett Schmidt Summary
- Brett Schmidt, based in Charlotte, NC, US, is currently a Managing Director, Financial Advisor at Truist Investment Services, Inc. at Truist Wealth. Brett Schmidt brings experience from previous roles at Truist Wealth, Premier Lacrosse League and BB&T. Brett Schmidt holds a Bachelor in Finance. With a robust skill set that includes Series 66, Life & Health Insurance Licenses, Financial Advisory, Series 7, Financial Analysis and more. Brett Schmidt has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Brett Schmidt?
Find contact details for 700 million professionals.
Top Truist Securities Employees
Terry Tillman
Managing Director
Atlanta, GA, US
Jim Warren
Managing Director
Atlanta, GA, US
Richard Velloff
Managing Director
Atlanta, GA, US
Al Pappas
Managing Director and Chief Compliance Officer
Atlanta, GA, US
Jeff Taglienti
Managing Director, Mergers and Acquisitions
Atlanta, GA, US
Michael Loewenstein
Managing Director
Atlanta, GA, US
Steve Gruenig
Managing Director
Atlanta, GA, US
Christopher White
Managing Director
Atlanta, GA, US
Sarah Nix
Managing Director, Financial Sponsors Group
Atlanta, GA, US
Rainer Zeck
Managing Director - Acquisition Finance
Atlanta, GA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co