Hannah R. Davis
Client Service Associate
Focus at Lindberg & Ripple
Hannah joined our Palm Beach Gardens office in early 2022. In her role, Hannah handles all things investment service-related: new account openings, maintenance, money movement, and responding to and researching client inquiries. In addition, Hannah works alongside our 401k advisor team, providing quarterly market reviews used for client meetings, helping clients remain on track with their retirement planning. Hannah enjoys the client relationships here at Lindberg and Ripple and strives to make each client feel comfortable and confident in their decision to work with us.
Related Experience
Hannah has a BS in Social Work from Rhode Island College. Her wealth management experience began at Northwestern Mutual when, in 2014, she relocated to Palm Beach County as a Director of Client Operations. For 8 years Hannah managed a team and provided clients with a balanced approach in achieving financial security for generations to come. Her experience has provided a well-rounded outlook to the work she does for our clients.
Personal Interests
Hannah and her family enjoy boating, traveling, and site seeing throughout the beautiful state of Florida. Personally, Hannah enjoys lap swimming, singing, and cooking for her family.
Get in Touch
Get in Touch
Hannah R. Davis
Focus at Lindberg & Ripple
Hannah joined our Palm Beach Gardens office in early 2022. In her role, Hannah handles all things investment service-related: new account openings, maintenance, money movement, and responding to and researching client inquiries. In addition, Hannah works alongside our 401k advisor team, providing quarterly market reviews used for client meetings, helping clients remain on track with their retirement planning. Hannah enjoys the client relationships here at Lindberg and Ripple and strives to make each client feel comfortable and confident in their decision to work with us.
Related Experience
Hannah has a BS in Social Work from Rhode Island College. Her wealth management experience began at Northwestern Mutual when, in 2014, she relocated to Palm Beach County as a Director of Client Operations. For 8 years Hannah managed a team and provided clients with a balanced approach in achieving financial security for generations to come. Her experience has provided a well-rounded outlook to the work she does for our clients.
Personal Interests
Hannah and her family enjoy boating, traveling, and site seeing throughout the beautiful state of Florida. Personally, Hannah enjoys lap swimming, singing, and cooking for her family.