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Sheets Smith Wealth Management, Inc. Employee Directory

Investment ManagementNorth Carolina, United States11-50 Employees

Sheets Smith Wealth Management, Inc. operates as an independent registered investment advisor in the investment management sector, with its headquarters in Winston-Salem, North Carolina, and satellite offices in Atlanta, Georgia and West Palm Beach, Florida. Founded in 1982, the firm offers wealth management, financial planning, investment counsel, and sophisticated strategies for high-net-worth individuals and their families, as well as retirement plans and foundations. A team-based approach underpins its service model, delivering personalized services and aiming to support accumulation, preservation, and transfer of wealth. The firm employs 11-50 people and is based at 120 Club Oaks Court Suite 200, Winston-Salem, NC 27104, United States. The organization maintains its presence across multiple regions through its Winston-Salem headquarters and Georgia and Florida satellite offices.

Find Sheets Smith Wealth Management, Inc. employees' phone numbers or email addresses

Sheets Smith Wealth Management, Inc. Global Highlights

Location
Employees

North America
35

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  • United States Of America
    35

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Sheets Smith Wealth Management, Inc.'s Leadership

  • Managing Director at Sheets Smith Wealth Management, Inc.
    A. S.
    Managing Director
    Mobile Phone
  • Executive Vice President, And Wealth Manager at Sheets Smith Wealth Management, Inc.
    D. G.
    Executive Vice President, And Wealth Manager
    Mobile Phone
  • Wealth Manager at Sheets Smith Wealth Management, Inc.
    C. H.
    Wealth Manager
    Mobile Phone
  • National Sales Manager at Sheets Smith Wealth Management, Inc.
    E. T.
    National Sales Manager
    Mobile Phone
  • Executive Client Liaison at Sheets Smith Wealth Management, Inc.
    D. C.
    Executive Client Liaison
    Mobile Phone
  • Executive at Sheets Smith Wealth Management, Inc.
    J. Y.
    Executive
    Mobile Phone
  • Wealth Services Associate at Sheets Smith Wealth Management, Inc.
    T. A.
    Wealth Services Associate
    Mobile Phone

Sheets Smith Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Finance
  • Legal

Contact profiles from Sheets Smith Wealth Management, Inc.

Name
Title
Contact
Location
Last Update
  • Managing Director at Sheets Smith Wealth Management, Inc.
    A. S.
    Managing Director
    Mobile Phone
    United Kingdom, Blackpool
    Jun 11, 2025
  • Executive Vice President, And Wealth Manager at Sheets Smith Wealth Management, Inc.
    D. G.
    Executive Vice President, And Wealth Manager
    Mobile Phone
    Jun 27, 2025
  • Wealth Manager at Sheets Smith Wealth Management, Inc.
    C. H.
    Wealth Manager
    Mobile Phone
    Oct 22, 2024
  • National Sales Manager at Sheets Smith Wealth Management, Inc.
    E. T.
    National Sales Manager
    Mobile Phone
    Jun 08, 2026
  • Executive Client Liaison at Sheets Smith Wealth Management, Inc.
    D. C.
    Executive Client Liaison
    Mobile Phone
    Jun 08, 2026
  • Executive at Sheets Smith Wealth Management, Inc.
    J. Y.
    Executive
    Mobile Phone
    Jul 19, 2023
  • Wealth Services Associate at Sheets Smith Wealth Management, Inc.
    T. A.
    Wealth Services Associate
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Sheets Smith Wealth Management, Inc. known for?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc. was founded in 1982 and operates in the Investment Management industry. You can contact Sheets Smith Wealth Management, Inc.'s main corporate office by phone at
+1-336-765-****
. Explore Sheets Smith Wealth Management, Inc.'s company overview page for more information.

What is Sheets Smith Wealth Management, Inc.'s most common email format?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc. employees' email format typically follows the pattern of FLast@sheetssmith.com. Trying to find reliable and up-to-date employee contact data? Find more Sheets Smith Wealth Management, Inc. email formats with LeadIQ.

How many employees does Sheets Smith Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconSheets Smith Wealth Management, Inc. has approximately 15 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Sheets Smith Wealth Management, Inc.'s key employees and leadership?

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As of August 2026, Sheets Smith Wealth Management, Inc.'s key employees include:

  • Managing Director: A. S.
  • Executive Vice President, And Wealth Manager: D. G.
  • Wealth Manager: C. H.
  • National Sales Manager: E. T.
  • Executive Client Liaison: D. C.

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