Hannah joined our team in January of 2022. Her role as Financial Client Associate includes working with our Client Service Specialist in day-to-day operations, as well as servicing our Financial Advisors.
She graduated from The University of Georgia in 2020 with a B.S. in Financial Planning. After graduation,Hannah worked for BKD CPAs & Advisors in Austin, TX. She currently holds her SIE (Securities Industry Essentials) and is on track to obtain her Series 65 (Uniform Investment Adviser Law) and Life and Disability insurance licenses. Hannah will be pursuing her Certified Financial Planner designation (CFP)and will be sitting for the November 2022 examination.
Hannah was raised in Augusta, GA and recently moved to New Orleans. In her spare time, Hannah enjoys playing tennis, cooking, traveling, and spending time with friends and family.
Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through TD Ameritrade Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
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Montz Harcus Wealth Management LLC (“MHWM”) is a registered investment adviser registered with the Securities and Exchange Commission (“SEC”) and notice filed in the states where the Adviser either has an office or the de minimis number of clients. The information in this disclaimer has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as a registered investment adviser does not imply a certain level of skill or training.