Get your Emails warmed up and ready to send

Build sender reputation and reach more inboxes with automated email warmup.

Warm up your emails

Starting at $49/month

Start Warming Up

Michael Woocher

Chief Advisory Officer @HB Wealth

Atlanta, GA, US
MOBILE NUMBERS
+16•••••••17

Signup · Get unlimited contacts

WORK HISTORY

Apr 2024 — Present

Chief Advisory Officer @HB Wealth

Atlanta, GA, US

My clients are typically multigenerational families who have the privilege of significant wealth and the complications that come along with it. Many of my clients are focused on philanthropy, often by means of a family charitable fund, which can come in the form of a private foundation or a donor-advised fund. Most believe they have a responsibility to preserve and prudently grow their wealth for future generations. All of my clients want their financial wealth to enhance, but not define, the lives of their next generations.In my role as Chief Advisory Officer at HB I will lead the firm\'s accomplished group of financial advisors, position the firm for growth by developing its next generation of advisors, and attract and integrate new advisors related to future strategic hires and acquisitions.

EDUCATION

1993 — 1996

University of Georgia School of Law

Doctor of Law (JD)

1988 — 1992

Emory University

Bachelor of Arts (B.A.), Political Science and Government

SKILLS

Series 7, 63, 66, 31, 9, 10Series 63, 66, 24Asset ManagmentAsset AllocationRisk ManagementInvestment StrategiesAlternative InvestmentsMulti-Generational Wealth TransferAsset ManagementPrivate BankingSeries 7High Net Worth IndividualsPortfolio ManagementWealth Management ServicesWealth ManagementInvestment AdvisoryInvestments

ABOUT MICHAEL WOOCHER

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.