Lex joined Homrich Berg in September 2024 as a Principal in the HB Family Office division. He has over 30 years of extensive experience in financial services. Lex specializes in advising ultra-high-net-worth families on complex issues, including income tax, estate tax, investment and insurance strategies, financial planning, and family governance.
Before joining HB, Lex spent more than 25 years at SunTrust Bank and its successor, Truist Financial, where he led commercial and wealth management teams. He served as a City President from 2004-2019 representing the bank throughout the Greater Tampa Bay area and was the Senior Wealth Advisor for a select group of distinguished families
Lex earned his Bachelor of Science from the University of Florida, majoring in Finance with a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional. Lex has also held prominent leadership roles as past Chairman of the Board for the Pasco County Economic Development Council, CareerSource Pasco Hernando, and SunTrust Bank, Nature Coast.
Outside of his professional commitments, Lex enjoys outdoor activities and cherishes quality time with his family, including his wife, daughter, son, and grandson.