Hannah ForneyHannah Forney, CFP®, AIF®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Hannah
Hannah Forney is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Hannah works closely with multiple generations of client families, as well as individual athletes, helping them approach their wealth more thoughtfully and strategically. She shares the wisdom she has gained from guiding families through important decisions in their lives and wealth, supporting them in reducing stress, regaining time in their lives, and enhancing the clarity of their financial frameworks.
Deeply committed to the clients she serves, Hannah takes her work very seriously, recognizing the preciousness of client trust. She devotes significant time and energy to her client relationships, demonstrating how much she values each person through her attentiveness and care. Her areas of focus include long-term planning, estate planning strategies and guardianship, concentrated stock strategies, portfolio design, retirement planning, and cash flow. A strong communicator, Hannah collaborates well with clients' external tax and legal advisors, advancing steady momentum on shared initiatives.
Clients look to Hannah as a reliable presence in their lives—someone who will speak with them honestly, sharing the ideas she has gained from advising peer clientele. Hannah, in turn, is proud to become a member of a client's extended family, walking with them through key crossroads in their lives, legacies, and wealth.
Prior to joining J.P. Morgan Wealth Management in 2023 with her team, Hannah spent nearly five years with First Republic Private Wealth Management, where she was a Vice President and Wealth Manager. Earlier, she served as a Financial Advisor at Merrill Lynch for four years. Committed to professional excellence, Hannah holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc. She also holds the AIF® designation.
Hannah earned her B.A. in Communications from the University of Colorado Boulder, where she was a member of the Women's Basketball Team for four years, served as team captain, and earned Academic All-Big 12 status.
Following graduation, she was an Assistant Coach for the Women's Basketball Team at Colorado Christian University. Hannah was newly appointed to Court Appointed Special Advocates for Children (CASA) Board of Directors and is also on the board of Sport Oregon.
Within her community, Hannah has been an active fundraiser for Special Olympics and participated in its Executive Polar Plunge in the Willamette River—an experience she is brave enough to repeat next year.
Hannah and her husband, Michael, love to spend time with their three young sons. They stay active as a family, exploring the Pacific Northwest, enjoying the outdoors, and venturing on the ski slopes.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now