Hannah Thompson

Hannah J. Thompson
Vice President Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Hannah J. Thompson is a Wealth Advisor at Truist Bank, utilizing a team approach to provide her clients personalized and comprehensive solutions in financial planning, investment management, strategic credit, and risk management. 

Hannah brings a wide scope of experience to her team, including a background in credit underwriting, financial planning, and investment analytics. In her previous role as a Medical Relationship Manager in Truist’s Medical Specialty Group, Hannah managed a book of medical practices, providing her clients with strategic credit and cash management solutions. 

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA Finance (Emphasis in Pricing and Valuation)
University of Georgia 2015 2019

Personal Interests

Hannah is a born and raised Georgian and proud graduate of UGA, the alma mater of both of her parents. She loves teaching financial literacy courses in her Atlanta community, reading classic novels and nutrition exposés, and jogging in Piedmont Park with her dog, Yogi. Fun Fact: she is certified to charter sailboats internationally (ASA 104 Bareboat Certification).

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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