Hannah Mc Spadden
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leawood, KS 66211
Credentials
Series 66
Industry experience
7 years
Hannah Mc Spadden is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized financial strategies tailored to her clients' long-term goals, focusing on areas such as family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, small business strategies, socially responsible and ESG investing, women and wealth, and retirement income. Hannah aims to help clients feel comfortable with their investment plans and achieve a sense of ease about their financial futures.
Hannah grew up in Spring Hill, Kansas, where she was actively involved in 4-H, FFA, and community volunteering. She holds a bachelor's degree from Kansas State University. She maintains professional credentials as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Her community involvement includes participation in the Junior League of Kansas City, serving on the board for the Blue River Water Quality Association, and volunteering locally. She is also affiliated with organizations such as the Cystic Fibrosis Foundation, Leawood Chamber Ambassador, and Spring Hill FFA Alumni Association.
Outside of her professional life, Hannah enjoys adventure sports, boating, fishing, golfing, horseback riding, scuba diving, and traveling. She spends time with her family boating at the lake during the summer and enjoys traveling with her husky, Max.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
3401 College Blvd
Leawood, KS 66211
Kansas · Texas
Bank of America, N.A.
2021 - Present (5 years)
Merrill
2021 - Present (5 years)
Edward Jones
2018 - 2021 (3 years)
Unemployed-laid off
2018 - 2018 (1 year)
Frito Lay
2012 - 2018 (6 years)
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Accountant / CPA / tax prep
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