HB Wealth Employee Directory

Financial ServicesUnited States201-500 Employees

Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.

Find HB Wealth employees' phone numbers or email addresses

HB Wealth Global Highlights

North America
305

United States Of America
305

HB Wealth's Leadership

T. C.
Chief Executive Officer, Founder, President
Mobile Phone
Email
S. L.
Chief Investment Officer And Principal
Mobile Phone
Email
J. I.
Chief Marketing Officer, Shareholder
Mobile Phone
Email
J. H.
Chief Financial Officer, Shareholder
Mobile Phone
Email
L. C.
Chief People Officer
Mobile Phone
Email
K. G.
Chief Operating Officer
Mobile Phone
Email
T. M.
Chief Compliance Officer
Mobile Phone
Email
K. B.
Chief Risk Officer (cro) & Principal
Mobile Phone
Email

Contact profiles from HB Wealth

Name

Title

Contact Info

Location

Last Update

S. L.
Chief Investment Officer And Principal
Mobile Phone
Email
United StatesGeorgia
Jun 19, 2025
T. C.
Ceo & President
Mobile Phone
Email
United StatesGeorgia
Oct 29, 2025
J. I.
Chief Marketing Officer, Shareholder
Mobile Phone
Email
United StatesGeorgia
Oct 30, 2025
J. H.
Chief Financial Officer, Shareholder
Mobile Phone
Email
United StatesGeorgia
Oct 18, 2025
A. F.
Partner, Family Wealth Strategist
Mobile Phone
Email
United StatesGeorgia
Oct 22, 2025
L. C.
Chief People Officer
Mobile Phone
Email
United StatesMaryland
Oct 29, 2025
K. G.
Chief Operating Officer
Mobile Phone
Email
United StatesGeorgia
Oct 29, 2025
T. C.
Partner Emeritus
Mobile Phone
Email
United StatesMaryland
Oct 22, 2025
T. M.
Chief Compliance Officer
Mobile Phone
Email
United StatesGeorgia
Oct 21, 2025
A. B.
Chairman Of The Board
Mobile Phone
Email
United StatesGeorgia
Jul 17, 2025

Frequently Asked Questions

What is HB Wealth known for?

HB Wealth was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 3550 Lenox Rd NE, Atlanta, Georgia 30326, US; you can contact the main corporate office by phone at

+1-404-264-****

. Explore HB Wealth's company overview page for more information.

What is HB Wealth's most common email format?

HB Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HB Wealth email formats with LeadIQ.

How many employees does HB Wealth have currently?

HB Wealth has approximately 347 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are HB Wealth's key employees and leadership?

As of October 2025, HB Wealth's key employees include:

Chief Executive Officer, Founder, President: T. C.
Chief Investment Officer And Principal: S. L.
Chief Marketing Officer, Shareholder: J. I.
Chief Financial Officer, Shareholder: J. H.
Chief People Officer: L. C.

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