Grant Hannan

Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.

During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.

Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.

Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always being addressed.

Your goals, assets, liabilities and other important information are gathered and analyzed. We then use our perspective and experience with other unique clients like you to make recommendations on spending, giving and living.

We take a holistic approach to bring all the aspects of your financial life together. We use our analysis and experience to develop a customized plan for you.

Rollovers can be beneficial to you in several ways. It can help simplify your life by consolidating your assets. We can ensure that there is no risky overlap or concentration insecurities. We can make taking required minimum distributions easier. You also have the full suite of an open platform from which to choose investments from.

We work with companies to develop and manage their corporate retirement plans. Let us bring our experience and resources to the table to take this burden off of you.

Based on your goals, assets and input, we create an investment strategy tailored to your unique needs.

We can help you by sharing our experience in helping other business owners just like you. We have ideas and strategies to help you grow and sell your business.

Morgan Stanley Online (MSO) has a variety of digital features that help you keep track of your finances. They include mobile check deposit, paying your bills online, sending money through Zelle^®, and accessing current market data, research, company profiles and quotes.

At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.

It’s hard to see the complete picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions in one location to give you and your financial advisor a full picture of your financial wealth and health. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.

Securely access your Morgan Stanley account–from virtually anywhere.

See where your dollars are going.

Digital Vault, available on Morgan Stanley Online and the Mobile App, allows you to build a centralized document library where files are stored using encryption.

Greg Hannan is a seasoned financial professional, successful entrepreneur and accomplished athlete. Born and raised in Eastern Washington, Greg’s journey has been defined by determination, excellence, and a relentless pursuit of success in every aspect of his life.

Greg graduated from Clarkston High School in 1982, and soon after pursued higher education at Lewis Clark State College, to which he graduated in 1987 with a degree in Business Administration accompanied by a minor in Political Science. In 1988, Greg played professional basketball in Australia before returning to the United States to pursue a career in the financial services industry.

Greg began his career working for IDS Financial Services (Ameriprise) and US Bank until 1993. During his tenure at IDS Financial Services, Greg specialized in financial plans, which became an important foundation for his future career. In 1994, Greg established his own mortgage company, which he operated until 1996. After that, he worked at Merrill Lynch from 1999-2003. In October of 2007, Greg joined Morgan Stanley as a financial advisor and has been with the company for over 16 years, where he currently operates as a Portfolio Manager.

In his spare time, Greg is passionate about sports, especially basketball. He served as a Men’s Basketball coach from 2007-2011 and was also a TV color analyst for basketball as well. Greg is an accomplished athlete himself, having won several Gold, Silver, and Bronze medals in World Masters Games over the last 20 years.


Direct:
(208) 665-4261
Toll-Free:
(800) 338-7169
Fax:
(208) 765-2820

Michelle was born in Spokane, WA but was raised in Coeur d'Alene, ID, graduating from Coeur d'Alene High School in 1996. She finished school at the University of Idaho in 1999 with a B.A in history and found her way to Morgan Stanley in February of 2008.

During her now almost 16 years at the firm, she has excelled at building relationships with clients and providing excellent customer service as a portfolio associate. In her spare time, she loves to scuba dive with her husband and daughter, hike, and quilt.

505 E Front Ave
Ste 201
Coeur D Alene, ID 83814

Direct:
(208) 665-4256