HB Wealth Expands Footprint with New Charlotte Office, Five-Person UHNW Advisory Team 

HB Wealth has expanded its national presence with the opening of a new office in Charlotte, North Carolina, anchored by the addition of a seasoned five-person advisory team focused on serving ultra-high-net-worth (UHNW) clients. Market Leader Matthew Moore joins the firm alongside Andrea Smith and Rebecca Warner, who will serve as Senior Wealth Advisors and shareholders. They are joined by Jared Green, Advisory Associate, and Ana Pena, Senior Administrative Associate, forming the foundation of HB Wealth’s new Charlotte presence. 

The team specializes in supporting UHNW families, private business owners, and single-family offices with highly tailored planning and advisory services. Their collective expertise spans estate and succession planning, business-owner advisory for liquidity and transition events, and bespoke family office solutions designed to support multigenerational wealth needs. 

“This transition aligns us firmly with our clients in their pursuit of the vision and goals they have set forth for their wealth. It allows us to help oversee every aspect of their balance sheet to ensure we are always collectively working in their best interest,” said Moore. “As a team, we have always committed to delivering the very best advice and solutions for our clients. HB Wealth provides the complete platform for us to fulfill that promise.” 

“We’re excited to welcome this talented team, as their depth of experience serving ultra-high-net-worth clients underscores their ability to deliver the comprehensive advice and high-touch service our clients expect,” added Thomas Carroll, CEO of HB Wealth. 

Founded in 1989 and headquartered in Atlanta, HB Wealth manages more than $29 billion in assets for individuals, families, and institutions across the U.S. 

Pictured from left to right: Jared Green, Andrea Smith, Matthew Moore, Rebecca Warner, and Ana Pena.