Mark Hannah, CFP(R), CLU

Mark Hannah, CFP(R), CLU

Mark Hannah brings more than 20 years of industry experience to Evergreen Wealth Strategies. After earning a Bachelor of Arts degree from Washington University in Saint Louis, he joined Equitable Advisors in 2001. Mark holds the Certified Financial Planner™ certification as well as the Chartered Life Underwriter® designation. 

In Mark's words: “I believe guiding people on their finances is a noble profession.  I have the privilege of helping people achieve their goals, no matter what they are. I am inspired to help people achieve their own fulfillment, be it for themselves, their families, their businesses, or in their community.”

Mark is deeply involved in the community, serving in Washington University alumni roles such as:

  • Chair for Young Alumni
  • Chair of the LEAD Initiative
  • Vice Chair of the Alumni Board of Governors
  • Professional development guest lecturer in financial planning

 

He's proud to support the Rohan Woods School and the YMCA of Greater St. Louis, and completed his first marathon as part of the Leukemia and Lymphoma Society's Team in Training in 2010.

Mark lives in Warson Woods, Missouri with his wife, Sara, and sons Benjamin and Brody. He enjoys running, hockey, cooking, fishing, and building with Legos with his kids.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements

 

 

California Insurance License #: 0J08352


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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