Hannah Dowling
Vice President
Hannah is Vice President at Wealthspire where she leads operational strategy, process optimization, and service delivery across the firm's retirement plan business. She oversees the operations team responsible for client onboarding, reporting, advisor support, vendor relationships, and operational excellence initiatives. Hannah works closely with advisors, plan sponsors, recordkeepers, and investment providers to ensure seamless execution of retirement plan services. Her expertise spans plan onboarding, fiduciary documentation, operational compliance, data management, reporting, and vendor integration. Hannah is passionate about developing high-performing teams, fostering collaboration, and creating operational frameworks that enable the business to scale efficiently. Hannah is committed to continuous improvement, client service excellence, and delivering operational strategies that help advisors and plan sponsors achieve better outcomes.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
