Hannah Sullivan is a CFP-designated registered investment advisor, based in Tampa, FL, with 6 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hannah operates under the DBA Modern Wealth Design, providing financial planning and wealth management services. She also works in insurance, selling fixed and variable insurance products, dedicating nearly full-time hours to both activities.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations3 states
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