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 Charles Schwab & Co, Inc. 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.
Charles Schwab & Co, Inc. is one of the firms that we use to custody our client assets. Charles Schwab & Co, Inc., Montz Harcus Wealth Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab & Co, Inc. does not endorse or recommend any advisor and the use of the Charles Schwab & Co, Inc. logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co, Inc., member FINRA/SIPC.
MHWM and PRG are affiliated companies. Additional products and services may be available through Physicians Resource Group that are not offered through MHWM or PKS. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Visit disclosure page.
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. No information contained in this website has 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.