Hannah Smith

Hannah Smith
Vice President Medical Wealth Advisor Associate Truist Bank

214 N Tryon St

Fl 33,

Charlotte, NC 28210

About me

Background

Hannah Smith is a Wealth Advisor Associate with Truist Wealth in their Specialty Group. Hannah resides in Charlotte NC. She works with a Medical Wealth Advisor offering solutions and strategies in complex financial planning, investment, lending, trust, and estate needs. Part of their comprehensive practice involves working closely with attorneys and physicians. 

Hannah strives to deliver the best experience for each client. She enjoys getting to know the clients and their families to gain a deep understanding of the needs and complexities within each family.  Prior to her role as a Wealth Advisor Associate, Hannah graduated from the University of South Carolina and joined the competitive Wealth Analyst Program at Truist.

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

Bachelor of Business Administration - BBA
University of South Carolina 2021

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. As a member of the community, she understands the importance of giving back. Hannah is a member of the Alpha Delta Pi alumni association here in Charlotte, as a member, she is involved in raising money for the Ronald McDonald House. She also volunteers her time to local chapters of Alpha Delta Pi. In her free time, she enjoys traveling to the coast, playing tennis competitively or cheering on her beloved USC Gamecocks!

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