Hanane Lemlih

Hanane Lemlih

Managing Director - Investments at Wells Fargo Advisors

Role
Managing Director - Investments at Wells Fargo Advisors
Location
Washington, DC, US
LinkedIn followers
500 followers

Experience

  1. Managing Director - Investments

    Wells Fargo Advisors

    Aug 2001 — Present · McLean, VA

    Hanane Lemlih and Jeff LeClair’s consulting practice is committed to providing investment advice that helps enable investors to make timely, well informed, and educated decisions. Hanane and Jeff\'s practice includes tax-exempt organizations, and ERISA retirement plans, financial institutions and high-net-worth families. No matter the type of client, our approach is to provide the best unbiased advice that is independent, objective, and specifically tailored to each client’s unique needs. Her six person team brings years of industry and market experiences in helping clients achieve their investment and spending goals with confidence. Working with one of the nation’s largest investment firms, her practice uses state-of-the art technology to help clients clearly define their vision, goals, values, and priorities in order to create customized recommendations based on sound methodology and process. She puts her clients at the center of everything that she does. It is her comprehensive approach that builds strong client relationships. Hanane is passionate about her involvement in The Washington DC community and charitable institutions and foundations. Over the last few years she has chaired fundraising events and sat on various committees for fundraising events to include Children’s Hospital, Women in The Arts Museum, The Washington Ballet School and her daughter’s school. She is an avid traveler and enjoys discovering new experiences.

Skills

  • Strategic Financial Planning
  • Estate Planning Strategies
  • Risk Management
  • High Net Worth Individuals
  • Wealth Management Services
  • Wealth Management
  • Wealth Accumulation Strategies
  • Strategic Planning
  • Investment Management
  • Due Diligence
  • Wealth Preservation Planning
  • Public Speaking
  • Banking
  • Investment Analysis
  • Investments
  • Financial Advisory
  • Investment Planning
  • Finance
  • Financial Planning
  • Estate Planning

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