Andrew Greer has a gift for helping clients see the big picture while honoring every detail along the way. As a Senior Wealth Advisor and member of the Investment Policy Committee, he develops customized strategies for retirement income, tax planning, and succession. He also collaborates with CPAs and attorneys to ensure a comprehensive experience for each client.
Andrew has been part of the Hobart Wealth team since 2010, and his connection to clients runs deep. “Retirement isn’t just a permanent vacation; it’s a huge shift in how people relate to their money. That can be exciting and terrifying. We’re here to walk beside them with both strategy and heart.”
His favorite part of working at Hobart is its family-first culture. “Clients become like family, and the team operates that way, too. It’s a place where people do the right thing simply because it’s right.”
Andrew lives in Charlotte with his wife, Leslie-Ann, and their children, Easton and Isla. On weekends, he coaches youth sports, hikes the Carolinas, and cheers on the Panthers.