Benjamin DePalmo

by

Benjamin joined HB Wealth in September 2024 and serves as an Associate Wealth Advisor in HB Wealth’s Family Office division. He is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Before joining HB Wealth, Ben worked as an Investment Analyst at Truist Wealth where he focused on client-specific investment strategies for individuals and families. He started his career as a Wealth Associate where he worked closely with Wealth Advisors on building customized wealth plans that focused on retirement planning, investment strategy, and risk management.

Ben graduated from Florida State University with a Bachelor of Science in Finance and is currently a Level III Candidate in the CFA program.

He enjoys traveling, playing the guitar, and spending time with family and friends.

John Willoughby, CFA

by

John joined HB Wealth in September 2024 as a Shareholder in HB Wealth’s Family Office division. He has over 30 years of investment management experience and is focused on portfolio construction and investment management for a select group of client families. John builds customized investment portfolios to meet the unique financial needs of the families he works with, using a combination of public and private equity, debt, and alternative investment vehicles in an open architecture environment.

Before joining HB Wealth, he spent 14 years as a Senior Vice President and Senior Investment Manager at Truist Wealth, where he was responsible for approximately $1.2 billion in client investment assets under management. Before Truist Wealth, he was a Senior Portfolio Manager with Key Private Bank in Ft. Myers, FL. In addition to managing client portfolios, John served as one of seven members of Key Private Bank’s Investment Strategy Committee, which formulated the bank’s market outlook and tactical asset allocation guidelines used by all Key Private Bank teams nationwide. Before Key Private Bank, John was a Portfolio Manager with the U.S. Trust division of Bank of America (now Bank of America Private Bank) in Savannah, GA, where he managed investment portfolios for high-net-worth families, charitable trusts, and endowments.

John is a graduate of Auburn University with a degree in Finance. He has held the Chartered Financial Analyst (CFA) designation since 2001 and is a member of the CFA Society of Tampa Bay.

He lives in Tampa with his wife and three children. John enjoys fishing, boating, and hunting with family and friends.

Ryan Best, CFP®

by

Ryan joined HB Wealth in September 2024 as a Shareholder in the HB Wealth Family Office division. He works with ultra-high-net-worth families to help manage their complex financial needs. Ryan brings over 23 years of wealth management experience to his clients, serving as lead advisor to multi-generational families, executives, and business owners.

Before joining HB Wealth, Ryan served as a Managing Director at Truist Wealth for over 13 years. Before Truist, he was a Wealth Advisor at Wells Fargo Private Bank for over 10 years, leading client relationships to help deliver a comprehensive suite of wealth management services. Ryan brings a wide range of expertise to HB, ranging from family office management, financial planning, estate and charitable planning, risk management, and family governance.

Ryan received his undergraduate degree from The University of South Florida School of Business with a B.S. in Marketing and a minor in Economics. Ryan is also a CERTIFIED FINANCIAL PLANNER™ professional.

He enjoys golfing, fishing, surfing, and traveling with his wife and two young daughters.

Larry Parkin, CFP®

by

Larry joined HB Wealth in July 2024 as a Market Leader for Florida. He is an experienced wealth leader with an extensive background (25 years) in private banking and family office services.

Before joining HB Wealth, Larry served most recently as the Managing Director leading West Florida for Truist’s Private Wealth Management division. He started his career at SunTrust Bank in 1998 in a management training program. He graduated to become a successful Middle Market Banker in SunTrust’s Commercial line of business for the next five years. Larry then transitioned into a leadership role in SunTrust’s Private Wealth Management group managing the Tampa Bay region. His geographic responsibilities ultimately grew to include all of West Florida (Sarasota through Naples).

Active in his community, Larry has been Chairman of the Arts Center in St. Petersburg, volunteered for the city through the Suncoasters organization, graduated from Leadership Tampa Bay, sat on the Board of The Tampa Connection, and hosted fundraisers for Bayfront Hospital and Equality Florida.

Larry graduated from the University of Florida with dual degrees in Finance and Insurance, and a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER® professional, completed a three-year Securities Industry Institute at the Wharton Business School at the University of Pennsylvania, and spent 10 years on FINRA’s National Series 7 Exam Committee.

He enjoys traveling (cruising, RVing, and Europe), tennis, and boating.

Keith Johnson, CFP®

by

Keith joined HB Wealth in September 2024 and serves as a Senior Wealth Advisor & Shareholder in HB Wealth’s Family Office division. He has over 20 years of experience delivering comprehensive wealth management solutions to high-net-worth and ultra-high-net-worth families. In his role, Keith tailors the services based on the complexity of each client’s specific needs to reach their unique goals.

Before joining HB Wealth, Keith was a Managing Director with Truist Wealth, focusing on estate planning, investment, and risk management, as well as credit and banking solutions. As a Wealth Advisor within Truist, he worked as the lead relationship manager to high-net-worth and ultra-high-net-worth individuals and families providing thoughtful comprehensive advice. Keith specializes in pre-sale transaction planning, helping to guide clients through business transitions.

An active member of the community, Keith serves as the current Board Chair for Children First, Inc. in Sarasota. He also serves on the boards of The Gulf Coast Community Foundation and the Boys and Girls Club of Manatee County.

Keith graduated from the University of Florida with a Bachelor of Science in Accounting and earned his M.B.A. from The Georgia Institute of Technology. He is also a CERTIFIED FINANCIAL PLANNER® professional.

He enjoys traveling, boating, golfing, and spending time with family and friends.

Samuel Leech, CFP®

by

Samuel joined HB Wealth in November 2023 as an Associate Wealth Advisor with the HB Wealth’s Family Office in Palm Beach Gardens. He specializes in guiding Family Office clients through the intricacies of their financial planning, offering tailored solutions to meet their diverse and complex needs.

He brings seven years of valuable experience from the SEI Private Wealth Management division in Oaks, PA where he was an Account Manager who oversaw the daily responsibilities and aided in providing advice to ultra-high-net-worth families.

He is a proud alumnus of Bucknell University, where he received a bachelor’s degree in biology with a minor in economics. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.

Originally from Philadelphia, and now residing in South Florida, Samuel enjoys various activities. He cherishes moments spent playing golf alongside his family, pickleball matches with friends, passionately supporting Philly sports teams, and the thrill of shark tooth hunting on the beach with his wife, Zina.

 

Billy Levine

by

Billy Levine is a Senior Wealth Advisor & Shareholder in HB Wealth’s Family Office division. He works with a variety of wealthy families to manage the responsibilities and opportunities of their wealth across generations. Billy brings over 19 years of experience in wealth management to his clients, serving as a lead advisor to multi-generational families, executives, and business owners.

Before joining HB Wealth, Billy was a Senior Wealth Advisor at Truist Wealth, managing the Atlanta office of SunTrust Private Wealth for 3 years and then serving as lead advisor for a small group of distinguished families. Prior to SunTrust, he was an Executive Director in the Atlanta office of JP Morgan Private Bank. Billy’s career in financial services includes his role in investment banking with SunTrust Robinson Humphrey where he delivered M&A and capital raising advice to growth companies and family businesses.

An Atlanta native, Billy is deeply committed and involved in civic activities in the Atlanta community. He currently serves on the Board of Trustees of Westminster. He is also a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. Previously, he served on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He is a member of the Rotary Club of Atlanta and has served in a variety of club leadership positions. He serves on the American Jewish Committee’s Atlanta Board of Councilors as well as the Chick-fil-A Peach Bowl Board of Advisors. Billy is an active member of The Temple, where he is the Chair of the Lynne & Howard Halpern Endowment Fund Board.

Billy earned his BA in Economics from Boston University and his MBA from The University of Chicago Booth School of Business with a concentration in finance and accounting.

In his free time, Billy enjoys traveling, golf, skiing, musical theater, and pretty much any Atlanta sports team.

Alex Arnold

by

Alex joined HB Wealth in November 2023 as a Wealth Advisor within HB Wealth’s Family Office division. He helps ultra-high-net-worth families navigate every aspect of their financial lives, making complex decisions more manageable and meaningful. Alex brings over 17 years of experience in investment management and estate planning to his clients, serving as an advisor to multi-generational families, executives, and business owners.

Before HB Wealth, Alex was a Wealth Advisor with SunTrust, which then became Truist Wealth, for 11 years, where he worked with high-net-worth families to address their investment management, financial planning, banking, and credit needs. Prior to this role, he spent six years at Wachovia within the Private Banking group providing comprehensive advice to affluent clients.

Originally from Manchester, UK, Alex holds a Bachelor of Arts with Honors in History from University College London.

He lives in Candler Park with his wife and two sons and enjoys traveling, music, and reading.

Bill Cleveland, CPA, CFP®, PFS

by

Bill has served in an advisory capacity role for over 20 years. He takes great pride in putting his clients first and surrounds them with a team of advisors who will do the same. He is also committed to professional and personal development.

Bill started his career as a senior associate with PriceWaterhouseCoopers. After two years he started working as an associate with HB Wealth in which he supported advisors to assist clients with their financial planning and investment needs. Bill went on to start his own wealth management firm, Calvary Wealth, in 2004. Calvary Wealth was created with the premise that trust is essential, and client’s need to trust their advisor’s judgement, knowledge, and ability. After many years of successfully serving clients, Bill chose to merge Calvary Wealth with HB Wealth in 2023.

Bill received his Bachelor of Business Administration with an Accounting concentration from The University of Georgia, his MBA in Financial Planning and Finance from Georgia State University – J. Mack Robinson College of Business, is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, and a Personal Financial Specialist.

Bill is an active member of the Bar Study Group, meeting twice a year with fellow professionals, who are dedicated to improving their knowledge base. He is a National Association of Personal Financial Advisors (NAPFA) member, American Institute of Certified Public Accountants (AICPA) member, Heritage Academy Board Member, and works with the Kingdom Here Ministries. Because of his contribution mindset and commitment to our nation’s future, Bill has a passion for being a mentor and role model for kids. He participates in a mentoring and coaching program for elementary and middle school boys and is also a baseball coach.

In his spare time Bill enjoys traveling, playing golf, and spending time with friends and family.

Garrett Liebe, CFP®

by

Garrett joined HB Wealth in May of 2022 and serves as a Senior Advisory Associate. Prior to HB, he worked for a Healthcare Tech Company, Phreesia. He earned his Bachelor of Arts from Sewanee: The University of the South, where he majored in Political Science and received minors in Business and Economics. Garrett is a CERTIFIED FINANCIAL PLANNER® professional.

He enjoys golf, pickleball, and grilling out with family and friends in his free time.

Cindy Wilson, CFP®

by

Cindy joined HB Wealth as a Wealth Advisor in June 2022. In this role, she provides investment strategy and financial planning services to individuals and families aiming to optimize their wealth accumulation and preservation. Cindy also navigates complex financial landscapes, offering advice on investments, tax planning, and estate management to help clients achieve their financial goals. In addition to serving clients, Cindy is the current President and Founding Member of the HB Wealth Toastmasters Club, the current President of the HB Women’s Leadership Network, and a member of the Financial Literacy Committee.

Before HB, Cindy spent nearly 15 years with Wealth Enhancement Group/JOYN. She started her career with RBC Dain Rauscher in 2004.

Cindy earned her Bachelor’s degree from the University of Southern California and an MBA with a Finance emphasis from Pepperdine University. In 2012 she obtained her CERTIFIED FINANCIAL PLANNER® certification. Since starting as an advisor, she has also been awarded the Five Star Professional award five times.

Outside of work, Cindy can be found with her husband, two dogs, four kids, and two grandchildren usually on some type of court or field.  Even with a busy work and family life, she has found time to volunteer as a soccer coach, Girl Scout leader, and member of the PTO. When sports aren’t in full swing, Cindy likes to travel and tackle the occasional home improvement project (preferably one that requires power tools).

Brian Sipple, CFP®

by

Brian joined HB Wealth in June of 2022 and serves as a Senior Advisory Associate. Prior to HB, he graduated from Virginia Tech with a Bachelor’s degree in Financial Planning. He earned his CERTIFIED FINANCIAL PLANNER™ certification in June 2024.

In his free time, he enjoys golfing, hiking, going to concerts, and watching Virginia Tech football.