Lex joined HB Wealth in September 2026 as a Client Service Associate who partners with advisors and clients to deliver a seamless and proactive service experience. She assists with account servicing, client communications, and operational processes while maintaining a strong commitment to accuracy and efficiency. Known for her organization, responsiveness, and client-first mindset, Lex strives to anticipate needs, solve problems proactively, and build lasting relationships that support clients in achieving their financial goals.
Before joining HB Wealth, Lex worked at Truist as a Senior Relationship Banker, where she assisted clients with complex account inquiries, service requests, and banking solutions. In this role, she developed strong client relationship skills, a customer-first mindset, and the ability to resolve issues efficiently while delivering a high level of service.
Lex earned a Bachelor of Science in Multimedia Journalism from Georgia Southern University, with a minor in Public Relations. Her educational background strengthened her communication, storytelling, and relationship-building skills, which she leverages to deliver a high level of service and support to clients and colleagues.
Outside of the office, Lex enjoys spending time with family and friends, hosting dinner parties, and exploring new coffee shops.