Our story

The Piedmont Regional Team was launched in 2001 by Financial Consultant Eric Brady and has now grown to a team of five. With more than 90 years of combined experience, the Piedmont Regional Team is comprised of financial professionals who value long-term relationships, excellent service, innovation and collaboration. 

We are dedicated to providing our clients with personalized service based on their unique needs and values. One of our specialties is serving those in the “retirement red zone,” which includes people who plan to retire within the next five years or have retired within the past 20 years. 

No matter what stage you’re at in life, you can depend on us to help you navigate the complex choices and challenges that planning for the future brings. We are committed to understanding your needs and dreams and look forward to helping you live your best life. Contact us today to get started.