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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
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Profile Information

Senior Wealth Advisor

Hobart Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

May 15, 2024

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