First Vice President–Wealth Management
Hannah takes a detailed approach to wealth management. She has a thorough process focused on gaining a deep understand of her clients' personal and professional lives in order to provide customized solutions and help her clients to make important life decisions.
As a CERTIFIED FINANCIAL PLANNER, Hannah focuses on helping to create customized financial plans and investment solutions for each clients' unique situation. She focuses on all aspects of comprehensive wealth management including retirement planning, investment solutions, insurance strategies and multi-generational wealth transfer.
Earning her bachelor's degree in business administration from Saint Michael's College, Hannah also spent time studying abroad in London to gain new insight and perspective on the English culture and business environment. She holds Series 7 and 66 securities licenses as well as the Accredited Wealth Management Advisor (AWMA®) designation. Hannah is also health and life insurance licensed. She serves on the Big Sister Association of Greater Boston Young Professional Board. Hannah resides in Charlestown, MA and enjoys traveling and spending time with family and friends.
Senior Wealth Strategy Associate