Sara Joyner

About Sara Joyner

HB Wealth is a national independent wealth management firm based in Atlanta that provides…

Experience

1. Manager, Client Service

   HB Wealth

   Oct 2021 — Present

   HB Wealth is a national independent wealth management firm based in Atlanta that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Sara joined HB Wealth in October 2021 and is currently managing a team of Client Service Associates for the Palm Beach and Tampa offices. In this role, Sara and her teams are responsible for day-to-day client account administration and relationship management; client service, family office services, cash movements, bill pay, client onboarding, custodial paperwork, alternative investment paperwork and consolidated reporting. Additionally, Sara manages tax reporting for CPAs and coordinates the delivery of tax documents to clients and third-party advisors. Prior to joining HB Wealth, Sara was a Client Service Consultant in the GenSpring division (formerly GenSpring Family Offices) of Truist Bank for 9 years and spent one year at Merrill Lynch as a Client Associate.Sara graduated with a B.A. in Psychology from the University of Colorado at Boulder and is a Cannon Financial Institute Trust School graduate. She also completed the American Bankers Association Wealth and Foundational Trust School courses in 2021. Sara enjoys spending time with her husband and boys outside, boating, biking, kayaking, and walking.

Education

• University of Colorado Boulder

  BS

  1994 — 1998

• Cannon Financial Institute

  Trust School

  2002 — 2006

• American Bankers Association

  Wealth and Trust School

  2020 — 2021