Hannah joined Waverly Advisors in May of 2024 and serves as a Client Service Associate. She recently completing a tax focused internship with Warren Averett. In her role, Hannah provides client support including account applications, custodial paperwork, and money movements. She works directly with a variety of custodians where she establishes, maintains, and updates all new and existing client accounts.
Hannah is currently studying at the University of West Florida for her Masters of Accountancy. As such, she spends a fair amount of her free time studying. Alternatively, she enjoys playing piano, and spending time with family.