Broker Check

Advisor of the Month

<br data-mce-bogus="1"><br data-mce-bogus="1">David Hanson



David Hanson

David joined Sovereign Wealth Advisors, LLC in December of 2010.  He is the Managing Director of Sovereign Wealth Advisors, L.L.C, serves as the Chairman of the Goodwill Board of Trustees and sits on the Board of Goodwill Houston. 

Get to Know David Hanson in Five Questions

1.  What would you do even if you didn’t get paid to do it? 

Probably do what I’m doing. It is both a hobby and a job. To be successful at most anything, you need to be “a student of the game”.  I believe that learning, focus, and situational awareness is very stimulating, especially when mixed with helping people meet their long-term financial goals.

2.  What are you most passionate about professionally?  

Helping people stay focused on meeting their long-term financial goals. I love having engaging conversations with my clients to better understand their needs, both immediately and down the road. From there, we move forward lock & step together. 

3.  What’s your biggest accomplishment/the biggest proof that you’re good at what you do? 

I hang my hat on my client retention. Many of our clients have been with us for 25 – 30 years and we have transitioned them from being gainfully employed to comfortably retired.  Those long-term relationships are further solidified by watering the seeds of our shared personal connection. 

4.  What is the most important thing you want people to know about you? 

There are still a few “old school” financial advisors who adopt a personalized “hands on” approach at a reasonable price who do what they say they will do, when they say it will be done. And it will be done right the first time. I am proudly old school in that respect; my clients will always mean more to me personally than their balance sheets mean to me professionally. 

5.  What are the best skills you bring to the job?

I bring a unique skillset of sound analytics, compassion, and communication. We can filter out all the noise and in an un-biased way make the complex, simple. As Steve Job’s said, ““Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple.  But it’s worth it in the end because once you get there, you can move mountains.”