Andrea joined HB Wealth in September 2025 as a Senior Wealth Advisor with HB Wealth Family Office. 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 eight 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 of the Women’s Impact Fund, a Charlotte-based collective giving organization, on the Investment Committee for the Humane Society of Charlotte and is 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.
NOTE:
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