Sheets Smith Wealth Management

Robert Pike is a CFA® charterholder with 20 years of industry experience. He is based in Winston Salem, NC, and currently serves as an advisor at Sheets Smith Wealth Management. Prior to joining his current firm, he worked for 16 years at Stratford Advisors, Inc. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, endowments, and retirement plans. The firm customizes investment strategies based on each client’s risk tolerance and time horizon, typically employing a long-term, buy-and-hold equity approach combined with tactical fixed-income and alternative investments.

Phu Roy O is a financial advisor at Sheets Smith Wealth Management in Winston Salem, NC, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Sheets Smith Wealth Management since 2012. Sheets Smith Wealth Management serves individuals and families, including high-net-worth clients, as well as foundations, endowments, and retirement plans. The firm offers investment management, wealth preservation, and financial planning services, using tailored asset allocation strategies and a long-term, buy-and-hold approach to equities.

Thomas Cartee Jr. is a financial advisor with Sheets Smith Wealth Management in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Sheets Smith Wealth Management since 1997. Sheets Smith Wealth Management serves individuals and families—including senior corporate executives and heirs—along with trusts, foundations, endowments, and retirement plans, providing investment management, financial planning, and wealth-preservation strategies tailored to each client’s risk tolerance and time horizon.

John Sheets is a CFP® professional with 21 years of industry experience, currently serving at Sheets Smith Wealth Management since 2017. He has a long tenure with the firm, having been with Sheets Smith Wealth Management and its predecessor entities since 1982. Sheets Smith Wealth Management serves individuals, families, trusts, and institutional clients such as foundations and retirement plans. The firm offers customized investment management and financial planning services, often coordinating with clients’ accountants and estate planning attorneys, and is known for its long-term, buy-and-hold investment approach combined with tactical asset allocation.

Mary Shamburg is a financial advisor at Sheets Smith Wealth Management with 11 years of industry experience. She holds a Series 65 designation and has worked at Sheets Smith Wealth Management since 2017, following prior roles at HMC Partners and JBJ Investment Partners, LLC. Sheets Smith Wealth Management serves individuals and families, including high-net-worth clients, as well as foundations, endowments, and retirement plans. The firm offers investment management and financial planning services, tailoring asset allocation and investment strategies to clients’ risk tolerance and investment horizon, with a focus on a long-term, buy-and-hold approach.

Ntina Skoteiniadis is a financial advisor at Sheets Smith Wealth Management with seven years of industry experience. Her prior roles include positions at Merrill and Rubicon Fund Management LP. Outside of her advisory work, she serves as co-manager of Bonifacio, LLC, an entity that owns farmland, where she handles administrative responsibilities. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, endowments, and retirement plans, offering customized investment management and financial planning. The firm typically employs a long-term, buy-and-hold equity strategy combined with tactical fixed-income and alternative investments, and is known for acting as a sub-advisor to other investment advisers while maintaining an independent SEC-registered advisory operation.

Geoffrey Dann is a financial advisor at Sheets Smith Wealth Management with four years of industry experience. He holds a Series 65 designation and previously managed Dann Asset Advisors, LLC for 13 years. In addition to his advisory role, he co-manages a family real estate business and serves as treasurer and investment committee member for the Catskill Center for Conservation and Development, as well as a member of the investment committee for the New York-New Jersey Trail Conference. Sheets Smith Wealth Management serves individuals, families, and institutional clients, providing investment management, wealth preservation, and financial planning services. The firm emphasizes tailored asset allocation and a long-term, buy-and-hold investment approach, incorporating a range of asset classes including equities, fixed income, and alternatives.

Paul Anthony is a CFA® charterholder with 21 years of industry experience. He has been with Sheets Smith Wealth Management since 1999 and currently serves as a director of InterActive Cards, a company focused on interactive card technology. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, and retirement plans by providing investment management, financial planning, and wealth-preservation strategies. The firm customizes asset allocation and investment approaches based on clients’ risk tolerance and time horizon, using a long-term, buy-and-hold strategy complemented by tactical adjustments through ETFs and fixed-income maturities.

Trent Sheets is a CFP® certificant with 16 years of industry experience. He has been with Sheets Smith Wealth Management since 2013. The firm serves individuals and families, including high-net-worth clients such as senior corporate executives and beneficiaries of inherited wealth, as well as foundations, endowments, and retirement plans. Sheets Smith Wealth Management offers investment management, wealth preservation strategies, and comprehensive financial planning, using tailored asset allocation and a long-term, buy-and-hold investment approach.

Jeffrey Christopher is a Series 65-credentialed financial advisor with 21 years of industry experience, currently serving at Sheets Smith Wealth Management since 2002. He is based in Winston-Salem, NC, and is part of a team of 10 advisors at the firm. Sheets Smith Wealth Management serves individuals and families, including senior corporate executives and heirs, as well as trusts, foundations, endowments, and retirement plans. The firm offers investment management, financial planning, and wealth-preservation strategies with a customized, long-term investment approach that balances equities, fixed income, and alternative assets.