Client Services Account Specialist
Hannah started at Merriman in 2012 coming from a background in office administration, office management, and customer service. Providing clients with an amazing client experience is something that she really values and motivates her every day at work.
Hannah lives in Monroe with her husband Todd and daughters Gracie and Zoey. She enjoys spending time with her girls, running, hiking, reading, and traveling.
What is a Client Services Account Specialist?
Your first point of contact
When you visit or call our office, you'll speak with one of us. We pride ourselves on providing warm, professional, and quality service every time you walk in our doors or one of your calls lights up our phone.
Your financial liaison
We coordinate between you, the custodian, and your Wealth Advisor. We help execute everything you discuss with your advisor, collaborating with them daily to tackle the objectives for managing your assets.
Your account expert
We can assist with all of your account maintenance needs. Whether you need a quick money transfer, confirmation of a recent trade, or are wading through 401(k) rollover paperwork, we can help!