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Wealth Advisor Daily
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Wednesday, September 30, 2026The Morning Brief →Sign in
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Piedmont Wealth Partners

In PWD coverage since September 30, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 29 · team liftout
PWD coverage
move

Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte

The $1 billion team's three principals all came to Truist through the BB&T side.
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