Background
Hannah Smith is a Financial Consultant with The Summit Group of Truist Investment Services, Inc., based in Charlotte, North Carolina. She works with
individuals, families, and business owners to provide comprehensive wealth management solutions, including financial planning, investment management,
and trust and estate planning guidance.
Hannah is passionate about building meaningful relationships and delivering personalized client experience. She takes the time to understand each client's unique goals, values, and family dynamics, helping them navigate complex financial decisions. Her collaborative approach focuses on developing tailored strategies that align with both immediate priorities and long-term objectives.
Before becoming a Financial Consultant, Hannah served as a Specialty Wealth Advisor Associate with Truist Wealth, where she partnered exclusively with physicians, attorneys, and their families to address complex financial, investment, trust, and estate planning needs. Before that, she was selected for Truist Wealth's competitive Wealth Analyst Program, where she built a strong foundation in wealth management and financial planning. A graduate of the University of South Carolina, Hannah is committed to continuous learning and professional development. She lives in Charlotte, North Carolina, and enjoys spending time with family and friends while remaining active in her local community.
Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Personal Interests
Hannah was born and raised in New Bern, North Carolina. After attending the University of South Carolina, she moved to Charlotte to begin her career. In her free time, she enjoys traveling to the coast, playing tennis and pickleball competitively, or cheering on her beloved USC Gamecocks!