As a Financial Advisor, Hannah works in collaboration with Jeremy James to provide Investment Management, Personal Financial Planning and Retirement Transition Support for all client relationships. In addition to meeting with clients, Hannah also designs portfolios, monitors client cash-flow needs, researches investments and assists with estate settlements and retirement transition planning.
Hannah holds the Series 7 General Securities License & Series 66 Uniform Combined Law licenses. She was a 2018 recipient of the Raymond James Outstanding Branch Professional Award. This award recognizes individuals who go above and beyond in client service and support for their team.
-
Background and Education
Hannah has been advising clients at James Investment Group since 2015.
- B.A., Painting and Minor in German Language, Hope College
-
Community
Hannah currently sits on the board of directors for Domestic Violence Intervention Program. The organization serves 8 of Iowa’s southeastern counties, offering crisis services and advocacy for all victims of domestic violence. The agency also provides violence prevention and anti-bullying education in our community with the goal of ending the cycle of domestic violence.
-
The best part of my job is...
…getting to know clients. Working in finance has provided an unexpected opportunity to engage in meaningful conversations around individual value systems, personal concerns, and the things that make our lives meaningful.
-
If I didn’t do this I’d be...
a therapist with a hobby flower farm.
-
You might bump into me
picking up supplies to restore my historic home or at the farmer’s market with my daughter.
Raymond James is not affiliated with the above organizations and/or charitable causes.
