Hannah Pearson, Client Relationship Manager at Guided Wealth Planning, a fiduciary financial planning firm

    Client Relationship Manager

    Meet Hannah Pearson

    High expectations don't intimidate her. They're where she learned what exceptional service looks like.

    LinkedInConnect with Hannah
    6 Years
    High-End Client Service
    HNW + UHNW
    Individuals & Families Served
    White Glove
    Every Client, Every Interaction
    Always
    Thinking One Step Ahead

    In the Office

    Hannah Pearson brings six years of high-end client service experience to Guided Wealth, including several years serving high-net-worth and ultra-high-net-worth clients in private aviation. Working in an industry built around exacting expectations taught her to listen closely, move quickly, and pay attention to the small details that separate good service from an exceptional one.

    She's carried that same standard into her work at Guided Wealth, where client service touches everything from scheduling and follow-up to making sure nothing a client cares about slips through the cracks between meetings. Hannah's approach is that great client service should feel personal and mostly invisible - the client knows exactly who to call, trusts that the details are being handled, and never has to wonder whether something is falling through the cracks.

    That philosophy - know your clients, anticipate what they need, and follow through without being asked - is one she brought with her from private aviation, where the margin for error was just as thin and the expectations were every bit as high. It's become part of how the whole team approaches client service at Guided Wealth, not just something Hannah does on her own.

    Hannah believes the best service is the kind clients barely notice, because it means nothing ever went wrong in the first place - and that's the standard she holds herself to every day.

    Behind the Scenes

    Credentials & community

    Background

    • Experienced navigator of complex, time-sensitive client needs
    • Director in private aviation and manager of high-value client relationships

    At Guided Wealth

    • Helps coordinate client needs from start to finish
    • Provides responsive, personalized approach to client service
    • Brings a white-glove standard to the everyday client experience

    Ready to work with someone who actually knows your whole picture?