About the Schardt – Jorgensen Group

Bret and Greg began their extensive partnership at Coastal Capital Markets (CCM) in 1998. By 2000 they were managing the retail brokerage operations for CCM and served on the board of directors. During their period of management CCM was named to the INC 5000 list as one of the fastest growing privately owned companies in America. CCM was purchased by Ferris Baker Watts in 2004, then Ferris Baker Watts was acquired by RBC Wealth Management in 2008. Through these transitions, Bret and Sue have remained in our Wilmington office. Greg left the coast to start the team's Charlotte office in 2005, eventually adding Kelly and later Brooke. We currently serve clients across the United States out of both locations.
 

Meet our team

The Schardt-Jorgensen Group offers over two decades of experience in the financial industry. We are a part of RBC Private Wealth, an ensemble of global resources and professional advice, designed to meet the unique needs of high-net-worth clients. Additionally, Bret and Greg are members of the Senior Portfolio Manager Group - Portfolio Focus, a group of advisors identified by RBC as having the experience, integrity and commitment to service to take full discretion over investment portfolios for their clients.

 

 


 

Bret Schardt

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

910-509-9550

Greg Jorgensen, CPFA®

Senior Vice President - Financial Advisor - ABD, Senior Portfolio Manager - Portfolio Focus

704-264-2781
Email |

Susan Sandstrum

Branch Service Manager/Investment Associate

910-509-9550

Kelly Hughes, APP

Registered Client Associate

704-264-2799

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Private Wealth Consultant


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Credit Consultant


advisor

Trust Consultant


advisor

Insurance Consultant


advisor

Divisional Retirement Plan Consultant


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

advisor

Vice President – Senior Banking Advisor