Years ago, as the firm grew, Piedmont Capital partnered with Stephanie Platt's back-office support firm, FSOS, to ensure that amazing client service remained Piedmont Capital's standard.
Today, Stephanie, Melissa, and Jill are as much a part of the firm's success as its founder, Stuart Pierson. From routine phone calls, to scheduling, and even, to sending that 'unexpected gift' celebrating a special life event; Stephanie and her staff guarantee a unique client experience - providing a level of service, trust, and familiarity that the 'big firms' simply cannot match.
Please reach out to meet our staff. We promise to brighten your day!
Pictured left to right: Melissa, Stephanie, and Jill.
The Trading Platform
TradePMR is a provider of Brokerage
and Custody services to Independent
Registered Investment Advisors (RIAs)
and their clients. TradePMR
leverages its affiliate companies,
TradePMR Bankd and TradePMR
Retirement, to offer RIAs and their
clients fee based banking and 401k
solutions. Click here
to learn more.
Piedmont Capital, as an Independent Registered Investment Advisor, retains the right to work with any independent custodian in the marketplace.