Larry Parkin, CFP®

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Larry joined HB Wealth in July 2024 as a Market Leader for Florida’s HB Wealth Family Office. 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®

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Keith joined HB Wealth in September 2024 and serves as a Senior Wealth Advisor with HB Wealth Family Office. 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.

Drew LaGrande, J.D., LL.M.

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Drew joined HB Wealth in September 2024 as a Wealth Strategist with HB Wealth Family Office. He brings over 20 years of experience advising ultra-high-net-worth families on comprehensive wealth management. Drew’s role involves tailoring advice based on each client’s unique lifestyle and legacy goals to address both family-wide and individual needs. Utilizing HB’s holistic approach, Drew ensures effective planning by offering ongoing, personalized support in areas such as tax-efficient wealth transfers, business and estate planning, and asset protection.

Drew began his career as an estate planning attorney with Nelson & Nelson, PA in North Miami Beach, FL, where he provided counsel on states, trusts, trust and probate administration, tax planning, business succession, asset protection, and planned giving. He later returned to Tampa/St. Petersburg area to join Gassman, Crotty & Denicolo, PA, where he focused on tax planning and asset protection. Drew then moved his practice to Akerman Senterfitt, becoming a partner in the trusts and estates department in 2008.

In 2012, Drew transitioned to PNC Family Wealth as a Senior Wealth Planner, continuing in similar roles with GenSpring SunTrust Private Wealth and Truist Wealth before joining HB Wealth. He discovered that by thoroughly listening to clients and understanding their goals and objectives, their advisory teams could create and implement plans that clients understood and appreciated.

Drew is a member of the Florida Bar Association (Real Property and Probate Tax sections) and has contributed to several publications as an author and editor on various planning topics.

He and his wife have two adult children and in his spare time enjoys spending time with his family, traveling, and hiking.

Michael A. Woocher, CFP®, J.D.

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Michael joined HB Wealth in April 2024 as Chief Advisory Officer. In this role, he will lead the firm’s accomplished group of financial advisors, position the firm for continued growth by developing its next generation of advisors, and attract and integrate new advisors related to future strategic hires and acquisitions. Michael will also remain directly connected to the client experience with HB Wealth Family Office by advising a select group of ultra-high-net-worth clients.

Prior to joining HB Wealth, Michael was Managing Director at Bernstein Private Wealth Management from 2015-2024, leading its Atlanta office and serving as lead advisor for a small group of distinguished families. Michael was an executive and advisor at SunTrust Bank and GenSpring Family Offices, its ultra-high-net-worth family office affiliate, from 1997-2014, a tenure which included roles as President of GenSpring’s Buckhead Family Office and later as GenSpring’s Head of Client Development. Michael has been guiding wealthy families on investments, income and transfer tax planning, risk management, philanthropy and family engagement, governance, and communication for more than 25 years.

Michael graduated from Emory University with a Bachelor of Arts in Political Science. He received his Doctor of Law (J.D.) from the University of Georgia School of Law. He is also a CERTIFIED FINANCIAL PLANNER® professional. Michael is an active participant in the Atlanta community. He is a current Board Member and Chair of the Endowment Committee of The Lovett School. He previously served on the Boards of the Atlanta History Center, the William Breman Jewish Heritage Museum, and the Friends of the First Tee of East Lake. He is a member of the Atlanta Estate Planning Council and Fiduciary Section of the State Bar of Georgia.

Michael lives in Buckhead with his wife Katherine. They have four sons and a Golden Retriever named Herschel (Go Dawgs!). When not in the office, Michael enjoys time with his family as well as golf, fishing, cooking, and exploring small towns throughout the south.

 

Samuel Leech, CFP®

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Samuel joined HB Wealth in November 2023 as an Associate Wealth Advisor with HB Wealth Family Office, based in HB’s Palm Beach Gardens office. 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

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Billy Levine is a Senior Wealth Advisor with HB Wealth Family Office. He works with a variety of wealthy families to manage the responsibilities and opportunities of their wealth across generations. Billy brings more than 20 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 and serving as advisor for a select group of wealthy families. Prior to SunTrust, he was an Executive Director in the Atlanta office of J.P. 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 community. He currently serves on the Board of Trustees of Westminster. He is 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, currently an Officer of the Board serving as the Executive Vice President and is a past Chair of The Temple’s 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

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

Before joining HB Wealth, Alex was a Wealth Advisor with SunTrust, which later became Truist Wealth, for 11 years, working 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.

Demi Okesanjo, CFP®

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Demi joined HB Wealth in October 2022 as an Associate Wealth Advisor with HB Wealth Family Office, after working with a boutique fee-only financial planning firm in Atlanta. Before that, she spent over three years as a consultant for Ernst & Young, primarily serving clients within the Financial Services industry.

Demi received her Bachelor of Science in Industrial Engineering from the University of Illinois at Urbana-Champaign. She also completed Northwestern University’s Financial Planning Certificate Program in 2021 and is a CERTIFIED FINANCIAL PLANNER® practitioner.

In her spare time, she enjoys traveling and spending time with her family.

Gavron Campbell, CFP®

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Gavron joined HB Wealth in July 2022 and serves as a Senior Advisory Associate with HB Wealth Family Office. She is responsible for developing comprehensive financial and investment strategies for clients. Gavron is also involved with the HB Wealth internal retirement planning team, where she assists HB Wealth advisors and clients on nuanced questions. She is always looking for new ways to learn and grow within her role.

She graduated from Washington & Lee University where she served three years on the Executive Committee (Honor Council/Class Officers), with one year as Vice President for the undergraduate and law school. Gavron earned her CERTIFIED FINANCIAL PLANNER® certification in July 2024.

In her free time, she enjoys staying active alongside friends and family. This may entail going for a hike or participating in a wide variety of sports including soccer, swimming, yoga, tennis, and pickleball.

Ryan Lefler, MBA

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Ryan joined HB Wealth in 2022 and serves as a Senior Advisory Associate with HB Wealth Family Office, based in HB’s Palm Beach Gardens office. He assists Wealth Advisors with investing and financial planning services for their ultra-high-net-worth clients. Ryan brings over six years of experience in comprehensive financial planning and investment management.

Ryan graduated with his BBA in Finance from Ashford University and a Master of Business Administration from Florida Institute of Technology. He is currently working on his CERTIFIED FINANCIAL PLANNER® certification.

His time away from work is spent with his wife and their three children in his Palm Beach Gardens, Florida home. They enjoy biking, paddle boarding, and traveling to visit family and friends.

Charlotte Vidal, CFA, CFP®

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Charlotte Vidal is a Wealth Advisor with HB Wealth Family Office.  She works with ultra-high-net-worth families to navigate every aspect of their financial lives. With a goal of making complex decisions more manageable and meaningful, Charlotte provides comprehensive, integrated advice across investments, estate planning, tax strategy, and charitable gifting. She is dedicated to helping families preserve and grow their wealth with a focus on guiding the next generation in building financial literacy, investment knowledge, and a strong foundation for the future.

Before joining HB Wealth, Charlotte spent seven years at Goldman Sachs in New York, where she advised multinational corporations and private equity firms on foreign exchange risk and hedging strategies as part of the firm’s Corporate Derivatives team. In 2017, she transitioned to the FX Options Trading desk, where she traded G10 currency options, managed portfolio risks, and served as a market maker for hedge funds, institutional clients, and corporate clients.

Charlotte holds a degree in Operations Research and Financial Engineering (ORFE) from Princeton University, where she graduated in 2015. She earned her CFA charter in 2021 and is an active member of both the CFA Institute and the CFA Society of Atlanta. In 2022, she obtained her CERTIFIED FINANCIAL PLANNER® certification.

A proud Atlanta native and alumna of the Lovett School, Charlotte is delighted to serve clients in her hometown and beyond. She resides near Chastain Park with her husband, Charlie, and their two children. Outside of work, she enjoys golf, tennis, and exploring Atlanta’s vibrant restaurant scene.

Sara Joyner

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Sara joined HB Wealth in October 2021 and is currently a Manager, Client Service with HB Wealth Family Office for our Palm Beach, Tampa, and Charlotte offices. In this role, Sara and her teams are responsible for supporting the initiatives of investment and planning advisors, which include but are not limited to office management and day-to-day client account administration; client service, cash movements, bill pay, client onboarding, custodial paperwork, alternative investment paperwork, and consolidated reporting.  Additionally, she and her teams manage tax reporting for CPAs and coordinate the delivery of tax documents to clients and third-party advisors.

Before joining HB Wealth, Sara was a Client Service Consultant in the GenSpring division (formerly GenSpring Family Offices) of Truist Bank for nine years and spent one year at Merrill Lynch as a Client Associate.

Sara graduated with a B.A. in Psychology from the University of Colorado at Boulder and is a Cannon Financial Institute Trust School graduate.  She also completed the American Bankers Association Wealth and Foundational Trust School courses in 2021.  When not working, Sara enjoys spending time with her husband and children exploring the Florida waters by boat and snorkeling.