Andrea is a Senior Wealth Advisor in HB Wealth’s Family Office division. She serves ultra-high-net-worth families, helping them meet their financial objectives and manage the opportunities of their wealth.
Before joining HB Wealth, Andrea spent 7 years at J.P. Morgan’s Private Bank during which time she delivered the firm’s comprehensive wealth management solutions across investments, wealth planning, credit, and banking to ultra-high net worth business owners, multi-generational families, executives, and single-family offices. 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. She 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.