Hannah Cutter
Financial Advisor, Senior Portfolio Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Hannah Cutter
31••••••40 | h••••••••@ml.com Based in Beverly Hills and working in Century City, I am a driven financial professional with a focus on helping affluent people protect and compound their wealth through investment strategy, tax conscious planning, and professional financial guidance. With a foundation in Finance and Economics and credentials including the FINRA Series 7, 66, and SIE registrations, AWMA™, CPFA®, and CRPC™ designations, I privately work with individuals and business owners who value discretion, clarity and thoughtful planning. My work focuses on portfolio construction, risk management, and tax conscious decisions designed to support long term goals, lifestyle and legacy. Outside of the office, I represent Los Angeles as both a spokeswoman and volunteer. I founded the platform \"Freedom Through Finance\" to expand access to financial education for women in underserved communities. I build long term advisory relationships with people who think generationally and expect a high level of rigor, servicing and care from their advisor.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo and Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Financial Advisor
Feb 2022 — Present
Strategic investing, Financial planning. • From retirement to tax awareness, providing clarity at every step • Resource for financial decisions • Serving clients in Merrill\'s West Los Angeles market, one of the firm\'s most affluent and dynamic regions
Education
University of California, Mihaylo College of Business and Economics
Bachelor's Degree
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