As a Financial Advisor, Hannah works with the planning team to prepare for meetings by assisting in the analysis, research, and production of reports, and is also responsible for many day-to-day tasks that are important for maintaining clients’ accounts. She is also a member of the Real Estate Investment sub-committee.
Hannah is a Certified Public Accountant, CPA and summa cum laude graduate of DeSales University where she earned dual Bachelor of Science degrees in Accounting and Finance. Prior to joining WMS Partners, Hannah was an Assurance Associate with PricewaterhouseCoopers.
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