Hannah joined UBS in 2008 and has held key roles working with both Financial Advisors and clients across the firm. Prior to joining Bill and The Massey Group, she partnered with 20 Private Wealth Advisors to deliver comprehensive financial planning to high net worth and ultra high net worth individuals and their families.

As a CERTIFIED FINANCIAL PLANNER^TM, Hannah currently works with clients to provide various solutions for their wealth management needs. From retirement planning and education funding to equity compensation and insurance solutions, Hannah analyses all aspects of a client's financial picture.

Earning her bachelor's degree in business administration from Saint Michael's College, Hannah also spent time studying abroad in London to gain new insight and perspective on the English culture and business environment. She holds Series 7 and 66 securities licenses as well as the Accredited Wealth Management Advisor (AWMA^®) designation. Hannah is also health and life insurance licensed. She resides in Boston, MA and enjoys traveling and spending time with family and friends.

Registered States:
CA, CT, DC, FL, GA, HI, MA, ME, MI, MS, NH, NJ, NY, PA, RI, SC, TX