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.
Raymond James is not affiliated with the above organizations and/or charitable causes.