Raj joined HB Wealth in June 2026. He works with high-net-worth individuals and families to help them achieve their financial goals through personalized planning. He provides guidance on investments, estate and tax strategies, and philanthropic planning, tailoring solutions to each client’s unique needs. He focuses on preserving and growing wealth across generations while helping the next generation build the knowledge and discipline needed to be effective stewards of family wealth.
Before joining HB Wealth, Raj was at Balentine for over 3 years, as part of their multi-family office team where he helped manage some of the firm’s most complex clients. Prior to Balentine, he worked at Truist Wealth as a Senior Investment Analyst.
Raj graduated from Florida State University in 2016 with a Bachelor’s degree in Finance and Marketing. He received his Chartered Financial Analyst charter and is an active member of both the CFA Institute and the CFA Society of Atlanta.
In his spare time, Raj enjoys traveling, supporting my favorite sports teams, and spending time with family and friends.