Stuart F. Pierson, Jr., mst, Owner and Founder
 

Stuart F. Pierson, Jr.

 Professional Experience

  • Over two decades in the Financial Services Industry providing financial management and coordination for executives, professionals, entrepreneurs, pensions, and trusts.
 Career History
  • Piedmont Capital Asset Management LLC, Owner and Founder. Wealth Management firm working with individuals, families, pensions, and trusts to achieve financial security and lifetime goals.
  • Wachovia Securities, Financial Advisor. Provided the full-breadth of services offered by the 2nd largest brokerage firm on Wall Street. Provided fee-only financial management and planning services to individuals, small pensions, and trusts.
  • MetLife, Financial Advisor. Worked with MetLife's leadership team to conceive, create, and implement a unique referral/fee-sharing system for a publicly-traded bank. Passed 5 licensing exams in 13 months while providing primarily fee-only financial management, life insurance and planning services to individuals. Active in developing the firm's private-placement life insurance practice.
  • Ernst & Young LLP, Sales Executive. Ernst & Young's primary point-of-contact for the Wealth Management Solutions practice in the Mid-Atlantic region. Exclusively served the Ultra-High Net Worth market.
  • Bookkeepers and More LLC, Owner. Founded payroll and family-office outsourcing business. Sold to the firm's most senior employee, the business continues to flourish.
  • Ernst & Young LLP, Tax Specialist. Prepared tax returns for multi-generational high net worth families.
Educational and Professional Designations
  • Master of Science in Taxation, George Mason University.
  • Graduate Study in Accounting, University of Alabama.
  • Bachelor of Liberal Arts, History, University of the South.
Publishing and Speaking Appearances
  • Host MC for Trade PMR's Nationwide Conference held annually in Orlando for over 500 advisors from across the country.
  • Frequent presenter to various groups, including The Virginia Society of CPAs (Battlefield Chapter) and The Chamber of Commerce of Fauquier County.
  • Published regularly including a monthly column on steeplechasing which ran for 12 years in Middleburg Life and The Fauquier Citizen from 1996-2008. 
Corporate and Civic Appointments
  • Past President of Hunt County BNI (Business Network International).
  • Founder and Past Commissioner of the Fauquier County Soccer League.
  • Director of Sponsorships, Virginian Elite Showcase Tournament.
  • Founder and Commissioner of the Dulles South Soccer Club.
Memberships and Recognition
  • Rotary Club, Paul Harris Fellow.
  • Various equestrian organizations, including the National Steeplechase Association, the Virginia Steeplechase Association, and the National Sporting Library.
  • Various alumni associations including the University of the South (Sewanee, TN), St. Albans School (Washington, DC), St. Patrick's School (Washington, DC), George Mason University (Fairfax, VA), and Ernst & Young LLP (Vienna, VA).
  • Various soccer organizations, including the United States Soccer Federation (B License), the National Soccer Coaches of America (Advanced National Diploma), the Virginia Youth Soccer Association (member), and experience coaching at soccer clubs all over Northern Virginia (DSSC, SYC, FCV, NVSC, FCSC, WYSC).
  • Twice Voted Coach of the Year in the Delaney Athletic Conference, separately for two rival schools (1998, 2006).
 

 
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