Rebecca Wren Warner
Senior Wealth Advisor, Shareholder
- Role
- Senior Wealth Advisor, Shareholder at HB Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Wealth Advisor, Shareholder
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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