Hannah Savell

Advisor at Edward Jones

Updated today

Location

Many, LA 71449

Credentials

CFP®, Series 66

Industry experience

8 years

About

Hannah Savell is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2018. She has seven years of industry experience. Outside of her advisory role, she is involved with B H & Sons, a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

50 Commercial Park Drive

Many, LA 71449

Most active in

Louisiana · Texas

Work history

Edward Jones

2018 - Present (8 years)

Unemployed

2017 - 2017 (1 year)

Downhome Designs

2017 - 2017 (1 year)

College

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Malcolm L

Series 63, Series 66

Hemphill, TX

Edward Jones

Malcolm Leach is a financial advisor with Edward Jones in Hemphill, TX, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, he serves as president of the Gideons in San Augustine, TX, and is a board member of the Hemphill Lions Club, participating in their meetings and service projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

William A

Series 66

Many, LA

Edward Jones

William Adams II is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously spent ten years at Northwestern State University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Barbara S

Series 63

Noble, LA

Mass Mutual Investors Services

Barbara Sepulvado is a financial advisor with Mass Mutual Investors Services in Noble, LA, holding a Series 63 designation and 26 years of industry experience. She previously worked at MetLife Securities and Metlife Insurance Co. In addition to her advisory role, she maintains an outside insurance business selling life, accident, and health insurance through Blue Cross Blue Shield. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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