Hannah Williams

Operations Specialist at Wealthcare

Hannah Williams is an experienced professional in the field of human services and operations. Currently serving as an Operations Specialist at Wealthcare Capital Management since March 2021, Hannah has previously worked as a Social Service Caseworker at the Alabama Department of Human Resources from March 2017 to March 2021. Additional experience includes a role as a Prevention Specialist at East Alabama Mental Health for a brief period in 2016 and as a Shift Lead at Toomers Drugs from June 2011 to September 2016. Hannah holds a Bachelor's degree in Human Development and Family Studies from Auburn University, earned between 2011 and 2016.

Location

Opelika, United States

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Wealthcare

Wealthcare Capital Management is a SEC Registered Investment Advisor with a simple vision: Long-term financial success measured through the achievement of life goals that you value. This vision requires breaking all paradigms on financial advice and the advisor-client relationship. Wealth is everything your money can’t buy. Money allows you to enjoy your wealth. We want you to enjoy your wealth with measurable confidence, but without unnecessary investment risk or unnecessary lifestyle sacrifice. We are the future of financial advising. Disclosures: https://goo.gl/gRGSgn Wealthcare Capital Management Services: * Goals-driven investing: goals-connected, risk-managed, cost-effective *Creating Wealthcare plans with or without investment management and systematic monitoring * Implementing highly tax and transaction cost efficient model portfolios * Monitoring status of the Wealthcare plan’s comfort level using simulation analysis * Delivering new advice based on changing investment valuations or client goals * Advisory fee performance reporting and fee billing Wealthcare retirement plan services * Low-cost administration, custody, and compliance * Best-in-class service with Wealthcare plans for participants * Low-expense investment choices and model portfolios * Materially reduce plan sponsor fiduciary, regulatory, and liability risk


Employees

11-50

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