Rebecca Wren Warner

Senior Wealth Advisor, Shareholder

Role
Senior Wealth Advisor, Shareholder at HB Wealth
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Wealth Advisor, Shareholder

    HB Wealth

    Sep 2025 — Present · Charlotte, NC, US

    HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve.

Education

  • The University of the South

    Bachelor of Arts, Economics; Minor in History

    2007 — 2011

  • UNC Kenan-Flagler Business School

    Master of Business Administration (MBA)

    2014 — 2016

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Rebecca Wren Warner — Senior Wealth Advisor, Shareholder at HB Wealth in Charlotte, NC, US | Unifers