The Piedmont Group

The Piedmont Group Financial Solutions for a better tomorrow. Please call us if you have any questions about our firm or the range of financial products and services we provide.

The Piedmont Group is the premier full-service financial services firm in the southeast committed to helping our clients pursue their financial goals. The Piedmont Group offers access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Still reminiscing on an unforgettable evening celebrating the Grand Opening of our new office!We were honored to share t...
06/01/2026

Still reminiscing on an unforgettable evening celebrating the Grand Opening of our new office!

We were honored to share this milestone with our team, clients, community partners, and friends. From meaningful conversations to new connections, the evening was a reflection of the relationships that continue to make The Piedmont Group so special.

A special thank you to our sponsors:
• Nationwide — Sarah Evans, ChFC®
• MassMutual

Thank you as well to Austin Chatfield for the live music and to the team for helping make the evening such a success:
• Adam P. Forrand
• Paula Shiver
• Susan Jamieson Holtz
• Fred Freeny

We are grateful to everyone who joined us in celebrating this exciting new chapter and look forward to creating many more memories in our new space.

05/12/2026

Yesterday, we had the opportunity to celebrate our wonderful President and CEO, Joe Schreck, and all he does to lead, support, and inspire our team each day. We’re grateful for your leadership and the impact you continue to make at The Piedmont Group!

At The Piedmont Group, we believe success means more than professional growth it also means taking care of yourself and ...
05/06/2026

At The Piedmont Group, we believe success means more than professional growth it also means taking care of yourself and the people around you.

This Mental Health Awareness Month, TPG is reminded that growth starts with taking care of ourselves and each other.

Support matters. Balance matters. People matter.

04/21/2026

The Piedmont Group has officially moved into our new space in the King Building in Atlanta. A place built for growth, collaboration, and what’s next.

Move-in day was more than just boxes and setup. It showed the momentum of our team and everything we’re continuing to build.

Here’s an inside look at move-in day, with more to come as we keep getting everything set up.

The Piedmont Group attended the KSU Networking Scrimmage, where our very own Jennifer Galluzzo and Evan Davis had the op...
04/09/2026

The Piedmont Group attended the KSU Networking Scrimmage, where our very own Jennifer Galluzzo and Evan Davis had the opportunity to connect with senior student-athletes as they prepare for their next chapter.

It was a great opportunity to share insights, build relationships, and support the next generation as they transition from athletics to their professional careers.

www.thepiedmontgroups.com

Before the swing, there’s the setup.Our Birmingham office team took intentional time to step back and focus on what’s ne...
04/08/2026

Before the swing, there’s the setup.

Our Birmingham office team took intentional time to step back and focus on what’s next during their periodization day by goal setting, getting aligned, and investing in growth together, followed by a team experience at Topgolf.

With The Masters Tournament starting tomorrow, it’s all about preparation, patience, and trusting the process.

www.thepiedmontgroups.com

04/07/2026

Behind the scenes, something bigger has been building.
A space designed for growth, collaboration, and what’s next.

Stay tuned…

Hello, Spring The first day of spring is here a new season and a fresh perspective.The perfect time to reset goals, refo...
03/20/2026

Hello, Spring
The first day of spring is here a new season and a fresh perspective.
The perfect time to reset goals, refocus priorities, and move forward with intention.

Visit our website to learn more www.thepiedmontgroups.com

March is Women’s History Month a time to recognize the leadership, dedication, and influence of women across our firm an...
03/02/2026

March is Women’s History Month a time to recognize the leadership, dedication, and influence of women across our firm and in the communities we serve.

We’re grateful for the women who lead with integrity, strengthen our culture, and contribute to the continued growth and success of The Piedmont Group each day.

2026 Annual Kickoff & Awards Ceremony at Truist ParkAn incredible day celebrating our 2025 award recipients and the peop...
02/19/2026

2026 Annual Kickoff & Awards Ceremony at Truist Park

An incredible day celebrating our 2025 award recipients and the people who make The Piedmont Group so special. The energy, collaboration, and commitment across the firm continue to move us forward year after year.

Our awards ceremony centered around recognizing and appreciating an outstanding year, including our 2025 Leaders Conference Qualifiers, Blue Chip Qualifiers, and Top of the Council Qualifier.

Special recognition to our 2025 Individual Award Winners:
• Annuity Leader: Kevin Paasch
• Worksite Leader: Wesley Cone
• Life Leader: Bob Ross
• Employee Benefit Leader: Aubrey Vaughn
• Rookie of the Year: Josh Vanfleteren
• New Advisor of the Year: Will Bearden
• Advisor Growth Award: Brian McCullough
• Partner of the Year: Whit Ferguson
• Team of the Year: Veritas Financial Partners


Visit our website to learn more www.thepiedmontgroups.com

Address

6 Concourse Pkwy – Suite 2700
Atlanta, GA
30328

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17705513400

Website

Alerts

Be the first to know and let us send you an email when The Piedmont Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Piedmont Group:

Shortcuts

Share

Category