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About
No credible sources found confirming Wendi Miller as a Senior Associate at HB Wealth Management, LLC. No LinkedIn profile or professional biography matching this individual and role at HB Wealth Management was located. No information about her investment focus, education, or achievements could be verified from reliable sources. The provided career background could not be corroborated by any public records or firm websites. As a result, a professional biography cannot be written with confidence or accuracy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Homrich Berg | Senior Associate | Jan 2025 to Present | — |
| WMS Partners | Senior Client Service Associate | Jun 2023 to Jan 2025 | — |
| Congress Wealth Management, LLC | Relationship Manager | May 2021 to May 2023 | — |
| Congress Wealth Management, LLC | Operations Specialist | May 2021 to Nov 2021 | — |
| Pinnacle Advisory Group | Operational Specialist | Sep 2017 to May 2021 | — |
Others at HB Wealth Management, LLC (23)
| Name | Role | Location |
|---|---|---|
D David Citron | CIO | Baltimore, MD , United States |
 | Principal | Atlanta, GA , United States |
 | Principal | Tampa, FL , United States |
J Josh Rowe | Principal | Baltimore, MD , United States |
K Kerstin Wiles | Senior Associate | Suwanee, GA , United States |
 | Senior Associate | Alpharetta, GA , United States |
N Noreen Frost | Partner, Portfolio Manager | Towson, MD , United States |
 | Senior Trader and Associate Portfolio Manager | Towson, MD , United States |
 | Partner | Denver, CO , United States |
 | Partner | Cockeysville, MD , United States |
Showing 1-10 of 23 team members
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