Andrea is a Senior Wealth Advisor in HB Wealth’s Family Office division. She serves ultra-high-net-worth families, business owners, executives, and single-family offices, helping them achieve their financial objectives and manage the opportunities of their wealth. Andrea leverages her extensive experience to provide comprehensive financial planning, investment management, and strategic estate planning.
Before joining HB Wealth, Andrea spent 7 years at J.P. Morgan’s Private Bank, during which time she delivered the firm’s full suite of wealth management solutions across investments, wealth planning, credit, and banking. Prior to her time at J.P. Morgan, Andrea worked at FTI Consulting as an Executive Compensation Senior Consultant, evaluating performance plans and designing executive pay structures.
Andrea serves on the Board of Directors for the Women’s Impact Fund, a Charlotte-based collective giving organization, and is also an active member of the Mint Museum Auxiliary.
Andrea graduated from Vanderbilt University and went on to receive her MBA from Duke University’s Fuqua School of Business.