Greg Hannan
Vice President,
Financial Advisor
Direct:
(208) 665-4261(208) 665-4261
Toll-Free:
(800) 338-7169(800) 338-7169
My Mission Statement
Working with you to preserve and grow wealth for your long-term goals
My Story and Services
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.
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.
Securities Agent: MT, OR, NC, IL, NE, MI, MD, KS, CO, ID, HI, CA, AL, UT, LA, KY, TN, MA, FL, WA, TX, PA, NY, IN, IA, NV, MS, AZ, OH, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1297724
NMLS#: 1297724
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a solution that helps to meet your individual financial needs.
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
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.
Step 3: Financial Plan Presentation
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.
Step 4: Monitoring & Performance Tracking
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.
My Services
Financial Planning
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.
Wealth Management
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.
401(k) Rollovers
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.
Corporate Retirement Plans
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.
Asset Management
Based on your goals, assets and input, we create an investment strategy tailored to your unique needs.
Business Planning
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.
Modern Wealth Tools
Morgan Stanley Online
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.
Morgan Stanley Online
Cyber Security Resources
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.
Cyber Security Resources
Total Wealth View
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.
Total Wealth View
Morgan Stanley Mobile App
Securely access your Morgan Stanley account–from virtually anywhere.
Morgan Stanley Mobile App
Digital Vault
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.
Digital VaultMy Team
Grant Hannan - Financial Advisor
505 E Front Ave
Ste 201
Coeur D Alene, ID 83814
Direct:
(208) 665-4277
Ste 201
Coeur D Alene, ID 83814
Direct:
(208) 665-4277
Michelle Brandel - Portfolio Associate
505 E Front Ave
Ste 201
Coeur D Alene, ID 83814
Direct:
(208) 665-4256
Ste 201
Coeur D Alene, ID 83814
Direct:
(208) 665-4256
Location
505 E Front Ave
Ste 201
Coeur D Alene, ID 83814
US
Direct:
(208) 665-4261(208) 665-4261
Toll-Free:
(800) 338-7169(800) 338-7169
Fax:
(208) 765-2820(208) 765-2820
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Greg Hannan today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
