
Client Relationship Manager
Meet Hannah Pearson
High expectations don't intimidate her. They're where she learned what exceptional service looks like.
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