Recent Acquisition HB Family Office, through the acquisition of WMS Partners, expanded its reach and service offerings, creating an opportunity to cross-sell financial products and services to a broader client base.

Key Personnel Hires The hiring of senior financial advisors and executives like Kelly Moore Nowottnick, Laura M. Carr, and Todd M. Wickwire indicates a focus on talent acquisition, presenting an opening to leverage their expertise in client engagements and sales strategies.

Industry Recognition Being recognized on Barron's list of 'Top 100 Independent Financial Advisors' showcases WMS Partners' credibility and expertise in the financial services industry, providing a competitive edge for sales pitches and client acquisition.

Technology Integration Leveraging a tech stack that includes tools like jQuery, HubSpot, and LinkedIn signifies a commitment to innovation and connectivity, offering opportunities to streamline processes, enhance client interactions, and differentiate services in the market.

Market Expansion With a strong presence in Maryland and a revenue range of $10-50M, WMS Partners, now HB Family Office, has the potential to explore new markets, target high-net-worth individuals, and expand its client portfolio through strategic sales and marketing initiatives.