Mark Hannah, CFP®, CLU®

Mark Hannah, CFP®, CLU®

Managing Partner and
Retirement Planning Specialist at Evergreen Wealth Strategies, LLC

Office: 314-889-0503
Mobile: 314-378-3831
Fax: 314-863-7801
E-mail:

Website: Visit my web site!

 
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 AXA Advisors (now called Equitable Advisors) in 2001. Mark holds the CFP®, 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 sons Benjamin and Brody. He enjoys running, hockey, cooking, fishing, and building with Legos with his kids.

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC.

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

The RICP® (Retirement Income Certified Professional® ) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by email at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Evergreen Wealth Strategies, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively

California Insurance License # 0J08352

California Insurance License #: 0J08352


Securities and investment advisory services offered through Equitable 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck