Big Atlanta RIA Homrich Berg added a team of family office advisors managing more than $4 billion in client assets in Tampa, Fla., according to a press release.
With the addition of industry veteran Larry Parkin and 11 other wealth management professionals, Homrich Berg, which manages $18 billion, expanded its footprint in Florida and the Southeast with the opening of the new Tampa office, the firm said today in the release. Homrich Berg opened its first location in the state in Palm Beach in 2021.
Parkin joined Homrich Berg as principal and Florida market leader and will head up the Tampa office. The advisor, who’s been in the business 25 years came out of a two-year retirement to join the Atlanta RIA.
“I came out of retirement because I was excited to take on a leadership role for a leading independent wealth management firm with a fiduciary, fee-only approach to putting families and their financial goals at the forefront of their work,” Parkin said in a prepared statement. “Getting to know the leadership team’s vision of client-oriented culture showed me that I made the right decision to align with HB—it felt like home.”
Lex Smith, Ryan Best, Keith Johnson, Brad Glover and John Willoughby are joining the team as principals, while Steve Cass will serve as a managing director and Drew LaGrande as a managing director and family wealth strategist. Benjamin DePalmo, Melissa Baron, Marjorie Sjostrom and Casey Jackman are also joining the team, which works with ultra-high-net-worth families in wealth planning, estate planning, and sophisticated investment management, according to the release.
“At HB, we want to be known as a destination for talented advisors who support our mission of delivering comprehensive, fiduciary, fee-only advice to our clients,” said CEO Thomas Carroll. “We are thrilled to welcome Larry, and this experienced elite team to HB as an important step in our strategic expansion in Florida.”
