Homrich Berg Welcomes Jimmy Trimble, CFP® As A Director

A person in a suit smiles at the camera with a blurred cityscape background. A red banner displays Homrich Berg Wealth Management and reads Jimmy Trimble, CFP®, Director.

Atlanta – November 1, 2019 – Homrich Berg is pleased to announce the appointment of Jimmy Trimble, CFP® as a Director. He brings over 26 years of experience in the fields of Wealth Management and Financial Services where he has enjoyed helping many individuals, families, and businesses with their planning needs.

Prior to joining the firm, Jimmy served as an Advisor with the firm of Nease, Lagana, Eden & Culley. He also founded and led the Private Banking Group of Fidelity Bank from 2007-2014 and prior to that served in various banking roles including Private Banking and Commercial Lending.

Jimmy is a graduate of the Scheller College of Business at Georgia Tech and earned an MBA with a concentration in Finance from Georgia State University. He has also held the Certified Financial PlannerTM designation since 2002 and is a graduate of the Stonier Graduate School of Banking.

Jimmy serves the community in various roles including as a Board Member of the Atlanta Estate Planning Council, Treasurer of Northside United Methodist Church, Chair of Boy Scout Troop 298, and member of the Pace Academy Annual Fund Committee. He is also active in the men’s ministry at Northside Methodist Church.  Previously, he served as a Georgia Tech Alumni Trustee, including three years on the Executive Committee. He was a member of the Advisory Committees of the Georgia Tech Scheller College of Business and the Georgia Tech College of Interactive Computing. Jimmy has also chaired several non-profits and civic organizations including the Academy of Medicine, Camp Evergreen, and Proactive Ministries.

Jimmy and his wife Laura live in Buckhead and have a daughter at UGA and a son at Pace Academy.

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. 

Related Insights & News

Kyle Glenn at Wealth Management EDGE

COO Kyle Glenn spoke on a panel at this year’s Wealth Management EDGE about shared…

Read More

HB Wealth Launches Dedicated Institutional Advisory and OCIO Practice Building on Existing Institutional Relationships

$32B AUM fee-only RIA formalizes and expands fiduciary services to nonprofits, foundations, and corporate clients,…

Read More

Gina Martin Adams on CNBC: Markets Brace for Earnings, Inflation, and Oil Risks

Chief Market Strategist Gina Martin Adams joined CNBC’s Morning Call Sheet to discuss the key…

Read More

Gina Martin Adams on Markets, Energy & Global Risk

Chief Market Strategist Gina Martin Adams joined Reuters “Sectors Up Close” to share her perspective…

Read More

The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.