Meet Hanna
Hanna is a Wealth Advisor based in Charlotte, North Carolina. She joined Mercer Advisors via the Kingfisher Capital acquisition in 2023, where she was a Senior Wealth Services Manager. Previously, she was a vice president at Bank of America Private Bank in NYC, serving ultra-high- net-worth clients, and a primary point of contact at Merrill Lynch for a multimillion-dollar client-base. Hanna earned a MBA degree from Indiana University and completed certificate programs in design thinking and entrepreneurship from MIT and Cornell University.
Hanna’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Hanna has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Advising physicians with insurance, debt, and investment strategies
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Hanna is known for bringing a thoughtful, relationship-driven approach to her work, focusing on understanding each client’s goals and priorities. Her style is both strategic and personal. Clients can expect a high level of care, attention to detail, and a genuine commitment to helping them succeed over the long term.
Hanna in real life
What makes you tick?
I’m energized by helping others navigate important decisions — it’s what gives my work meaning and purpose.
How do you give back?
I’m passionate about giving back through organizations that support women and children in Ethiopia, my home country and a place that remains close to my heart.
Any words you try to live by?
“A fundamental concern for others in our individual and community lives would go a long way in making the world the better place we so passionately dreamt of.” ~ Nelson Mandela
Hanna’s snapshots
Meet Hanna’s Teammates
Ginny Starnes
Manager, Client Service
What Hanna Says
Ginny brings deep experience, attention to detail, and a calm, steady presence — helping ensure everything is handled thoughtfully and smoothly. I’m fortunate to work alongside her.
James Johnstone
Sr. Estate Planning Strategist
What Hanna Says
James offers valuable insight in estate planning, helping clients navigate complex decisions with clarity and confidence. I’m grateful for his positive and collaborative spirit.
Madison Ramella
Sr. Financial Planner
What Hanna Says
Madison is highly skilled in financial planning; she helps me analyze scenarios and stress test strategies so clients can make well-informed decisions. I value working with her.
Ready to learn more?
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