Client Service Associate

Hannah Mickelson

Hannah Mickelson joined Waverly Advisors in September 2025 and serves as a Client Service Associate. She works closely with advisors, internal team members, and valued clients to ensure a seamless and supportive experience. Since beginning her career in June 2024, Hannah has embraced every opportunity to learn and grow in the dynamic field of financial services.

Her expertise includes opening new accounts, updating existing ones, and facilitating money movements—all with a focus on accuracy, efficiency, and care.

Outside the office, Hannah loves spending time with the love of her life, Ryan. Whether they’re watching movies or planning their next adventure, they find joy in both the little moments and the big ones.

[email protected]

513-605-3384

Cincinnati, OH (Cornell Rd)

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Bachelor of Arts in Foreign Language and International Economics – German Studies, University of Kentucky
Bachelor of Arts in Psychology, University of Kentucky

Ask Her About

Anything you’d like to know about your account(s)
My favorite travel stories
The sport I can’t stop talking about