Jeff Hanna focuses on helping each client create and implement a financial plan that is unique to their circumstances at the Pittsburgh - Carnegie office of United Capital Financial Advisors.
He brings over 18 years of experience in the investment industry. Jeff has an extensive background in qualified retirement plan management, fiduciary responsibility, and retirement planning. Prior to joining what is now United Capital, he helped establish and operate the qualified plans department at a prominent local advisor and a regional bank.
Jeff received his Bachelor of Science in Business Finance from the University of Pittsburgh.
A Pittsburgh native, he currently resides in the Highland Park neighborhood of the city with his wife Caitlyn and their daughter Josephine.
Check the background of this investment professional on FINRA’s BrokerCheck.
Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Lion Street Financial
Ready to start a conversation? We’re here to listen.
Tell us about yourself at no cost or obligation.
- An introduction to an advisor
- A personal conversation
- Your questions answered