Stephen Jackson

Stephen Jackson is currently an Associate at Homrich Berg and an Associate Wealth Advisor at HB Wealth, based in Atlanta, GA. In these roles, he provides financial planning and wealth management services, focusing on supporting high-net-worth individuals and families across the Atlanta region. His responsibilities include client portfolio management, financial planning analysis, and assisting senior advisors in implementing investment strategies tailored to client goals.

Stephen primarily advises clients in the areas of holistic wealth management, retirement planning, and multi-asset investment strategies. His expertise spans traditional asset classes such as equities and fixed income, with a particular emphasis on comprehensive financial planning for affluent clients. While his role requires a broad understanding of financial markets, his specific focus is on portfolio design, risk management, and client education within the high-net-worth segment.

Prior to joining HB Wealth in December 2021, Stephen spent two years at an independent financial planning firm in Milledgeville, Georgia. He earned a bachelor's degree in Accounting from Berry College and completed the University of Georgia’s Terry College of Business Executive Program for Financial Planning. Stephen is a CERTIFIED FINANCIAL PLANNER™ practitioner, underscoring his commitment to professional standards and fiduciary excellence.