HB WEALTH LURES $15B CHARLOTTE TEAM FROM J.P. MORGAN
https://media.zenfs.com/en/wealth_management_474/86c21e24f0a0f6135271b889694c4262
✍️ HB Wealth, an Atlanta-based RIA integrator, has acquired a five-person team managing $15 billion in assets from J.P. Morgan and will open an office in Charlotte, North Carolina.
👉 HB Wealth acquires a five-person team managing $15 billion in assets from J.P. Morgan 👉 The team will join HB Wealth as senior wealth advisors and shareholders 👉 The acquisition is part of HB Wealth's strategic initiative to grow its presence in the Southeast 👉 HB Wealth will open an office in Charlotte, North Carolina
-- #ThomasCarroll #MatthewMoore #AndreaSmith #RebeccaWarner #AndyBerg #DavidHomrich #ArthurBlank #Atlanta #Charlotte,NorthCarolina #Maryland #Towson,Maryland #business
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