Hannah Sweeney Email & Phone Number

The reason I work in financial services is that I want to make a profound difference in the lives of other people. Money influences every part of our lives and our communities. My desire is to help individuals and couples experience the power of choice. I believe through sound money management and financial education people can gain choices that can enhance their quality of life and empower them to make better decisions for themselves, their families, and their communities. My advising style is warm, professional, and personal. I delight in being a resource for my clients and their loved ones.In addition to investment planning, I help individuals, families, and business-owners with a variety of other financial issues such as retirement planning, liability management, and wealth transfer strategies. I work with my clients to help them pursue the specific financial goals and objectives that are important to them. For my clients that want to make a positive impact with their investments, I am knowledgeable about sustainable and Environmental Social and Governance investing. When I am not working, I like to be outdoors with my husband, our twins, and our family dog. We love spending our summer weekends at our family cottage on Lake Michigan. My husband and I are avid hikers and enjoy the beauty of Northern Michigan through all seasons by exploring our regional hiking trails. We consider ourselves lucky to live in Traverse City. This information is intended for use by residents of AZ, CA, CO, FL, ID, IL, MA, MI, MN, OH, VA, VT, and WI only.Insurance Licensed in the following states: CA (Lic.#4400500) Resident State: MI/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Sales, Social Networking, Public Speaking, Microsoft Office, and 6 others.

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  Financial Advisor

  Wells Fargo Advisors

  2018 - Present - Traverse City, Michigan