A TEAM FOCUSED on putting you first

At Piedmont Wealth Advisors of Raymond James, we like to say we’re “all in.” Our team is dedicated to helping clients organize and simplify their financial picture, so they can spend their valuable time focusing on the things that bring meaning to their personal lives.

While we are wise to the workings of Wall Street, our hearts are closer to home where high worth is still placed on timeless ideals like honesty, trust and hospitality. We invest a lot of our time in getting to know you and your family, and when you choose to work with us, you are not just gaining a knowledgeable team of financial services professionals, but a group of dedicated partners who truly care about you and your family.

Piedmont Wealth Advisors team photo.

Meet Our Team

Bill Krebs bio image
Bill Krebs, CRPC®,, CLU®,, ChFC®
Senior Vice President, Investments
Charles Betts bio image
Charles Betts, CIMA®
Senior Vice President, Investments
Turner Krebs
Turner Krebs, CFP®
Financial Advisor
Charlie Betts Headshot
Charlie Betts, AAMS™
AMP - Financial Advisor
Barbara Norwood
Barbara Norwood
Client Service Associate
Lane Bauserman Bio Headshot
Lane Bauserman
Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

“We are a team committed to ongoing improvement. We’re always on the lookout for better ways to support your needs.”
Bill Krebs

We look forward to helping you move from one milestone to the next. LIFE WELL PLANNED.

Artwork by William Mangum.

 

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