

Andrew Greer
Senior Wealth Advisor
Hobart Wealth
United States, North Carolina, Charlotte
About Me
As Senior Wealth Advisor, Andrew works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning and succession planning. He also builds relationships with local CPAs and estate planning attorneys, enabling Hobart Wealth to give clients a truly comprehensive, individual and holistic financial plan. From an early age, Andrew wanted to help people in a big way – and knew that he could truly make a difference through financial advising. “I get to help people live their Bucket List Retirement,” he said. “Early in my career, I had this sense that retirement was essentially a permanent vacation with nothing to worry
Profile Information
Senior Wealth Advisor
Hobart Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Charlotte
North Carolina
United States
May 15, 2024
Keylinks
More profiles to browse
JW
Jacob Woodrum
Lead Investment Strategist
JT
John Tonissen
Wealth Advisor
Chris Hobart
Chief Executive Officer
CS
Corey Sunstrom
Director of Financial Planning and Senior Wealth Advisor
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
BH
Bob Helmer
President Emeritus
Baldwin Wallace University