Emily Bentley is a Senior Wealth Advisor with HB Wealth Family Office. She works with ultra-high-net-worth families, business owners, and executives to help manage all aspects of their financial lives. She provides advice and delivers support and solutions across financial planning, tax and estate planning, investment strategy, and philanthropic and legacy planning. She focuses on helping clients align their wealth with their long-term goals, values, and family priorities.
Before joining HB Wealth, Emily was an Executive Director at JP Morgan responsible for delivering the firm’s investment, wealth transfer, credit, and philanthropic services to ultra-high-net-worth individuals, endowments, and foundations throughout the Southeast region. She spent 10 years at JP Morgan, including several as an Investment Specialist in New York overseeing the construction, implementation, and oversight of client portfolios. Prior to JP Morgan, Emily spent seven years with SunTrust Robinson Humphrey’s Financial Institutions investment banking practice where she advised community banks and specialty finance companies on mergers & acquisitions as well as raising debt and equity capital.
As an Atlanta native, Emily graduated from Westminster. She went on to graduate Phi Beta Kappa from Emory University with a B.A. in Economics and received her MBA from the University of Virginia’s Darden School of Business.