Sheets Smith Wealth Management, Inc. Employee Directory

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

Sheets Smith Wealth Management, Inc. was founded in 1982. Sheets Smith Wealth Management, Inc. operates in the Investment Management industry.

Investment ManagementNorth Carolina, United States11-50 Employees

Sheets Smith Wealth Management (SSWM) is an independent, registered investment advisory firm headquartered in Winston-Salem, North Carolina, with satellite offices in Atlanta, Georgia, and West Palm Beach, Florida.

Since 1982, SSWM has provided wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. Utilizing a team approach, we provide a range of personalized services and develop lasting relationships with our clients while assisting them with the accumulation, preservation and transfer of wealth. Learn more about how our tailored investment solutions can help you reach for goals today at www.sheetssmith.com.

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

Sheets Smith Wealth Management, Inc. Global Highlights

North America
36

United States Of America
36

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Sheets Smith Wealth Management, Inc.'s Leadership

A. H.
Chief Compliance Officer
Mobile Phone
Email
P. A.
President
Mobile Phone
Email
C. B.
President
Mobile Phone
Email
R. S.
President
Mobile Phone
Email
J. S.
Chairman
Mobile Phone
Email
D. G.
Executive Vice President, And Wealth Manager
Mobile Phone
Email
J. C.
Vice President
Mobile Phone
Email
A. S.
Managing Director
Mobile Phone
Email

Contact profiles from Sheets Smith Wealth Management, Inc.

Name

Title

Contact Info

Location

Last Update

D. C.
Executive Client Liaison
Mobile Phone
Email
Jan 13, 2025
D. W. H.
Financial Advisor
Mobile Phone
Email
United StatesColorado
Oct 21, 2024
J. Y.
Executive
Mobile Phone
Email
Jul 19, 2023
K. C.
Pittsburg County Commissioner
Mobile Phone
Email
United StatesFlorida
Jul 17, 2025
T. A.
Wealth Services Associate
Mobile Phone
Email
Oct 17, 2024
S. W.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

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

Sheets Smith Wealth Management, Inc. was founded in 1982 operates in the Investment Management industry. The company's main headquarters is located in 120 Club Oaks Court, Suite 200; you can contact the 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?

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?

Sheets Smith Wealth Management, Inc. has approximately 14 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of December 2025, Sheets Smith Wealth Management, Inc.'s key employees include:

Chief Compliance Officer: A. H.
President: P. A.
President: C. B.
President: R. S.
Chairman: J. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking