Hannah Busick, CFA®

Senior Vice President Senior Investment Manager Truist Bank

Background

Hannah Busick is an Investment Manager with Truist Wealth. She offers over a decade of portfolio management experience as a specialist within a comprehensive team that provides financial planning, credit, estate, and tax strategies, family governance, and education. She is passionate about creating a thoughtful and customized investment experience for each client that reflects what they are looking to achieve. She values the deep relationship with each client and strives to provide the highest level of personal service. Her objective is to make the complexity of wealth not a burden, but rather, a catalyst that leads to a more fulfilling life. Before joining Truist, Hannah was a Financial Consultant at Wells Fargo Private Bank in Beverly Hills. She began her career as a Financial Analyst for Merrill Lynch Private Banking & Investment Group. Hannah is a Chartered Financial Analyst^® (CFA^®) charterholder and a member of CFA Society San Francisco. She has co-authored several publications on behavioral finance at Truist and Truist’s predecessor firm, SunTrust.