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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
36

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  • United States Of America
    36

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Sheets Smith Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    D. G.
    Executive Vice President, And Wealth Manager
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  • Stylized image of a person
    A. S.
    Managing Director
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  • Stylized image of a person
    C. H.
    Wealth Manager
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  • Stylized image of a person
    E. T.
    National Sales Manager
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  • Stylized image of a person
    D. C.
    Executive Client Liaison
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    J. Y.
    Executive
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  • Stylized image of a person
    T. A.
    Wealth Services Associate
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Sheets Smith Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Finance

Contact profiles from Sheets Smith Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. G.
    Executive Vice President, And Wealth Manager
    Phone icon
    Jun 27, 2025
  • Stylized image of a person
    A. S.
    Managing Director
    Phone icon
    United KingdomBlackpool
    Jun 11, 2025
  • Stylized image of a person
    C. H.
    Wealth Manager
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    Oct 22, 2024
  • Stylized image of a person
    E. T.
    National Sales Manager
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    Jun 08, 2026
  • Stylized image of a person
    D. C.
    Executive Client Liaison
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    J. Y.
    Executive
    Phone icon
    Jul 19, 2023
  • Stylized image of a person
    T. A.
    Wealth Services Associate
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    Oct 17, 2024

Frequently Asked Questions

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

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Sheets Smith Wealth Management, Inc. was founded in 1982 operates in the Investment Management industry; you can contact the main corporate office by phone at . 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?

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Sheets Smith Wealth Management, Inc. employees' email format typically follows the pattern of . 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?

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Sheets Smith Wealth Management, Inc. has approximately 14 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

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

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