Hanna LaHood, CFP®
My Mission Statement
My Story and Services
With a strong focus on planning and risk management, I help clients define their financial future and put them on a path to achieve that vision. This may include addressing potential needs such as estate planning, tax considerations, debt management, insurance, and education. I have extensive experience coordinating clients’ corporate equity awards, concentrated stock positions and corporate retirement plans within the context of their overall financial strategy.
Previously, I was a Wealth Management Advisor at Merrill Lynch and now serve clients at Morgan Stanley in the areas of investment and liability management, retirement, education, insurance and estate planning.
I received a BS in both Finance and Economics from Mercer University, and hold the CERTIFIED FINANCIAL PLANNER™ designation. Beyond the office I am involved in charitable organizations such as Atlanta Mission, American Red Cross and Cystic Fibrosis Foundation, and my interests include tennis, fitness activities and fly fishing.
NMLS#: 544934
Keeping Your Future Secured
Retirement can be scary, there are hundreds of variables and thousands of assets and funds competing for your account, but how do you figure out what is right for you? As your financial advisor, my goal is to eliminate the noise and focus on what's most important to you and your family. Luckily, Morgan Stanley provides countless resources to help answer some of your toughest retirement questions. Check out the resources below and let me know what you are most interested in, or if you have any questions or concerns.
Setting your retirement goals can seem like a daunting task, but the earlier you start planning, the easier it will be. Check out the PowerPoint below to learn way a goals-based financial plan is the best bet for healthy retirement.
Securing retirement income is a complex topic and investors must navigate key uncertainties, including their longevity, market volatility, and inflation.
How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.
When you have multiple financial goals, how do you prioritize? Here's how to strike a balance between saving for retirement and your children's education.
Here to Support You No Matter What
Morgan Stanley is dedicated to providing resources and services that elevate women in our economy. Women currently hold a third of all wealth and that number is expected to grow every year. Learning how to manage this wealth and make it work for your goals and family is incredibly important. Financially educated women create ripple effects throughout our economy that inspire future generations of men, women, and children.
Throughout Morgan Stanley's existence, we have witnessed the power of education and trusted guidance to transform a women's relationship with money. Watch the video below to learn more about how Morgan Stanley supports female entrepreneurs and investors and be sure to check out the playbook below titled A Woman's Guide to Life & Money.
Preparing You for Whatever Comes your Way
I approach clients from a viewpoint of curiosity and empathy.
Understanding the unique needs, situations, and caveats of your financial infrastructure allows me to create the tailored approach necessary for your success. The goals-based process I use with clients allows us to narrow down what's most important, eliminate redundancies, and create steps that address the most meaningful and important areas. Check out my four part process below and let me know if you have any questions.
We start with a conversation to explore your current financial picture, your investments, lifestyle and priorities for the future.
I work with you to develop strategies to help you meet your short and long term goals as well as protect the outcomes you envision.
I utilize various account types and product solutions to best fit your objectives, minimize tax implications and optimize your results.
I monitor your financial progress to ensure your investments, as well as your spending and saving behaviors, remain on track toward your financial goals.
Technology That Helps You Achieve Your Goals
Morgan Stanley is dedicated to providing every resource we can to helping reach and secure your financial goals. From online banking and transfers, to stat of the art cybersecurity, Morgan Stanley and I are pleased to offer you a full suite of technology to help you succeed.
Morgan Stanley Online (MSO) allows you to seamlessly and securely manage your investments and everyday finances in one place.
LifeView is a goals based planning system that allows you to set goals and monitor progress towards them over time. View the link below to learn how to get started.
Total Wealth View allows you to see your complete financial picture. Watch how your home's value, and any other external assts come together in one place.
Managing your taxes is one of the hardest parts of creating a financial plan. Total tax 365 gives you access to a broad range of tax strategies to help you find what's most efficient and help you keep more of what you earn.
Protecting your personal information is of utmost importance to us. We know how sensitive your information is and deploy numerous features to protect it.
Digital Vault, eDelivery, eAuthorization, and eSign help ensure that only you and your delegates have access to your account and sensitive documents such as wills, deeds, financial statements, tax documents, and many more.
Client Service Team
Location
Portfolio Insights
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
6When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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