Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
Top Women Wealth Advisors Best-In-State
2024

About Hannah

Hannah Forney is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

Hannah works closely with multiple generations of client families, 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.

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.

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.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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