Hannah Woolley, CFP®
Activist · DISC type CdHannah Woolley is an award-winning Managing Director and Wealth Manager at Joel Isaacson & Co. With over 15 years at the firm, she specializes in creating financial plans for high-net-worth families. Hannah holds a BS in Finance from Lehigh University and has been recognized by Forbes as a Top Next-Gen Wealth Advisor.
Outside of work, Hannah is an avid runner who has completed several marathons and half-marathons. She is also a co-leader for the Ellevate Networks New York chapter, planning events to support women in business. She lives in Westchester County with her husband and two daughters.
She started her career at her current firm in 2009 and has risen to the role of Managing Director.
Read the full overview →How Hannah shows up
They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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