Garrett Mashburn
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Garrett Mashburn Email & Phone Number

Advisory Associate at HB Wealth
Location: Atlanta, Georgia, United States 7 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
HB Wealth
Role
Advisory Associate
Location
Atlanta, Georgia, United States
Company size
111 employees

Who is Garrett Mashburn? Overview

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Quick answer

Garrett Mashburn is listed as Advisory Associate at HB Wealth, a company with 111 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Garrett Mashburn.

Garrett Mashburn previously worked as Associate at Homrich Berg and Wealth Management Intern at Twickenham Advisors. Garrett Mashburn holds Bachelor Of Science In Business Administration, Finance, Senior from Auburn University.

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HB Wealth

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Profile bio

About Garrett Mashburn

I am currently a Senior pursuing an education at Auburn University. I am furthering my education in the Harbert College of Business, majoring in Finance. With my sight set on the business realm, I aspire to work in a financial setting. However, with a love for finances, I also have a deep love for sports. With this in mind, it is a lifelong goal of mine to potentially pursue a position in a sports organization.As an aspiring business professional, I value being a goal-oriented individual who leads by example and displays strong leadership capabilities. With being a goal-oriented student, I take responsibility of my professional development and educational success by preparation and attention to detail. Above all, I place deep value in honesty, perseverance, preparation and bringing a positive leadership style to the table.Also, talk to me about sports! From a young age I have always been extremely passionate about once playing various sports and now following them. I am a huge Red Sox, Celtics and Auburn sports fan, but I love to talk about sports analysis, statistics and any news across the sports landscape.

Current workplace

Garrett Mashburn's current company

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HB Wealth
Hb Wealth
Advisory Associate
Atlanta, GA, US
Website
homrichberg.com
Employees
111
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7 roles

Garrett Mashburn work experience

A career timeline built from the work history available for this profile.

Advisory Associate

Hb Wealth

Atlanta, GA, US

Associate

Current
Homrich Berg

Atlanta, Georgia, United States

Homrich Berg is a national independent wealth management firm based in Atlanta that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.

Jul 2024 - Present

Wealth Management Intern

Twickenham Advisors

Huntsville, Alabama, United States

  • Observed 25+ client meetings consisting of portfolio reviews, retirement planning, college savings/educations savings planning, insurance/annuity analysis for retirement cash flow, business planning, estate planning.
  • Created a comprehensive financial plan for a hypothetical client consisting of evaluating their financials, needs analysis, time value of money projections and Monte Carlo analysis findings which was ultimately.
  • Utilized FinTech tools such as eMoney, IncomeLab, and BizEquity for summer project analysis while also being exposed to tools such as MorningStar, BlackDiamond and SalesForce
  • Participated in quarterly earnings and due diligence calls with the Investments team evaluating potential investment strategies with fund managers
  • Assisted advisors and planning specialists with entering and searching for data within clients’ plans to expedite meeting preparation and aid in giving the best representation of their current financial plan
May 2023 - Aug 2023

Bank Teller

Cadence Bank

Huntsville, Alabama, United States

  • Provided services to bank customers with ~150 individual transactions per day such as deposits, withdrawals and payments
  • Assumed full responsibility of the teller station while the Head Teller would be away for periods of time
  • Managed up to $10,000 through a cashbox while ensuring the box was balanced throughout the day
  • Monitored customer actions and ensured strict bank policies were upheld to ensure safety and quality customer service
May 2022 - Jul 2022

Ticket Operations Assistant

Rocket City Trash Pandas

Madison, Alabama, United States

  • Cultivated quality relationships with Trash Panda fans and sponsors throughout the season fielding calls, answering questions, and assisting with both baseball and non-baseball activities
  • Facilitated ticket sales that led to the 10th ranked attendance record all-time in Minor League Baseball
  • Executed sales that resulted in leading Double-A baseball in attendance throughout the season averaging 5,726 fans per game
  • Operated the ticket software, MyProVenue, to set up season ticket plans, handle returns and exchanges, and fulfill sales
May 2021 - Aug 2021

Delivery Driver Helper

Ups

Tullahoma, Tennessee, United States

  • Expedited the delivery process by 25-50% by assisting the truck driver in both residential and commercial areas
  • Achieved 130-150 deliveries on a daily basis during peak season
  • Assessed ways to organize packages in the truck to allow for a more efficient operation throughout the route
Dec 2020 - Jan 2021
Team & coworkers

Colleagues at HB Wealth

Other employees you can reach at homrichberg.com. View company contacts for 111 employees →

VP Vlada Popsui Vlada Popsui Colleague at Hb WealthPalm Beach Gardens, Florida, United States, United States View → ET Eric Toole Eric Toole Colleague at Hb WealthDecatur, Georgia, United States, United States View → MP Michelle Padron, Pmp Michelle Padron, Pmp Colleague at Hb WealthAtlanta, Georgia, United States, United States View → TS Teri Sebastian Teri Sebastian Colleague at Hb WealthMarietta, Georgia, United States, United States View → GG Grace Goudswaard Grace Goudswaard Colleague at Hb WealthAda, Michigan, United States, United States View → SC Steven Cass Steven Cass Colleague at Hb WealthGreater Tampa Bay Area, United States View → AR Andrew Robertson, Cfp® Andrew Robertson, Cfp® Colleague at Hb WealthAtlanta Metropolitan Area, United States View → SU Sara Ulrich Whipple Sara Ulrich Whipple Colleague at Hb WealthPalm Beach Gardens, Florida, United States, United States View → SH Sean H. Sean H. Colleague at Hb WealthAtlanta Metropolitan Area, United States View → SR Sabrina Rachal Sabrina Rachal Colleague at Hb WealthLawrenceville, Georgia, United States, United States View →
3 education records

Garrett Mashburn education

Bachelor Of Science In Business Administration, Finance, Senior

Auburn University

Activities and Societies: Auburn Finance Society, Harbert College of Business Executive Student Council, Auburn Sports Analytics Club, Tau.

FAQ

Frequently asked questions about Garrett Mashburn

Quick answers generated from the profile data available on this page.

What company does Garrett Mashburn work for?

Garrett Mashburn works for HB Wealth.

What is Garrett Mashburn's role at HB Wealth?

Garrett Mashburn is listed as Advisory Associate at HB Wealth.

Where is Garrett Mashburn based?

Garrett Mashburn is based in Atlanta, Georgia, United States while working with HB Wealth.

What companies has Garrett Mashburn worked for?

Garrett Mashburn has worked for Hb Wealth, Homrich Berg, Twickenham Advisors, Goldman Sachs, and Cadence Bank.

Who are Garrett Mashburn's colleagues at HB Wealth?

Garrett Mashburn's colleagues at HB Wealth include Vlada Popsui, Eric Toole, Michelle Padron, Pmp, Teri Sebastian, and Grace Goudswaard.

How can I contact Garrett Mashburn?

You can use AeroLeads to view verified contact signals for Garrett Mashburn at HB Wealth, including work email, phone, and LinkedIn data when available.

What schools did Garrett Mashburn attend?

Garrett Mashburn holds Bachelor Of Science In Business Administration, Finance, Senior from Auburn University.

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