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Stuart F. Pierson, Jr., mst, Owner and Founder
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Professional Experience
- Over 15 years in the Financial Services Industry providing financial management and coordination for executives, professionals, entrepreneurs, pensions, and trusts.
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Career History
- Piedmont Capital Asset Management LLC,
Owner and
Founder. Wealth Management firm working with individuals, families, pensions, and trusts to achieve financial security and lifetime goals.
- Wachovia Securities, Financial Advisor. Provided the full-breadth of services offered by the
2nd largest brokerage firm on Wall Street. Provided fee-only financial management and planning services to individuals, small pensions, and trusts.
- MetLife, Financial Advisor. Worked with MetLife's leadership team to conceive, create, and implement a unique referral/fee-sharing system for a publicly-traded bank. Passed 5 licensing exams in 13 months while providing primarily fee-only financial management, life insurance and planning services to individuals. Active in developing the firm's private-placement life insurance practice.
- Ernst & Young LLP, Sales Executive. Ernst & Young's primary point-of-contact for the Wealth Management Solutions practice in the Mid-Atlantic region. Exclusively served the Ultra-High Net Worth market.
- Bookkeepers and More LLC, Owner. Founded payroll and family-office outsourcing business. Sold to the firm's most senior employee, the business continues to flourish.
- Ernst & Young LLP, Tax Specialist. Prepared tax returns for multi-generational high net worth families.
Educational and Professional Designations
- Master of Science in Taxation, George Mason University.
- Graduate Study in Accounting, University of Alabama.
- Bachelor of Liberal Arts, History, University of the South.
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Publishing and Speaking Appearances
- Frequent presenter to various groups, including The Virginia Society of CPAs (Battlefield Chapter) and The Chamber of Commerce of Fauquier County in 2006.
- In 2007,
performed MC
services for Trade
PMR's Nationwide
Conference hosting
nearly 100 peer
advisors.
- Monthly column on steeplechasing for Middleburg Life.
- Articles on steeplechasing published in The Fauquier Citizen (1996-2006).
Corporate and Civic Appointments
- Past President of Hunt County BNI (Business Network International).
- Founder and Past Commissioner of the Fauquier County Soccer League.
Memberships and Recognition
- Rotary Club of Warrenton, Paul Harris Fellow.
- Various equestrian organizations, including the National Steeplechase Association, the Virginia Steeplechase Association, and the National Sporting Library.
- Various alumni associations including the University of the South (Sewanee, TN), St. Albans School (Washington, DC), George Mason University (Fairfax, VA), and Ernst & Young LLP (Vienna, VA).
- Various soccer organizations, including the United States Soccer Federation, the Virginia Youth Soccer Association, and Warrenton Youth Soccer Club.
- Voted Coach of the Year for soccer in 1998 by peers in the Delaney Athletic Conference.
- Current Coach of
three soccer teams:
Wakefield School
Varsity, FC Fury,
and RMA Adult
Amateur.
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