Hanna Luburgh Agin
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Hanna Luburgh Agin is an Associate Resident Director at Merrill, where she has been helping clients organize and maximize their financial lives since joining in 2015. She is part of the Conley, Maxwell, Luburgh & Ward Wealth Management team based in Zanesville, Ohio, working alongside advisors Seth Conley, Dan Maxwell, and Marissa Ward, supported by three client associates. Hanna focuses on connecting all aspects of her clients' financial lives to help prioritize and pursue the goals that matter most to them.
Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Hanna holds a Bachelor's Degree from The University of Akron and is a Personal Investment Advisor (PIA). She serves as a member of the Genesis HealthCare Foundation Board and is involved in the community as the Zanesville City Half Marathon Race Director.
Outside of her professional career, Hanna lives in Zanesville with her husband, daughter, and two Siberian Huskies. She enjoys basketball, golfing, and running, reflecting her personal drive and commitment to health and fitness.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Divorce financial planning
Wealth management
Demographic focus
Women Professionals
Location
905 Zane St
Zanesville, OH 43702
Most active in
Hanna L has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Work history
Bank Of America, N.a.
2015 - Present (11 years)
Merrill Lynch Pierce Fenner & Smith Incorporated
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Richard M
ChFC®, Series 66
Zanesville, OH
Richard Miller Financial Services, LLC
Thomas L
CFA®, Series 63
Zanesville, OH
Alliant Capital Management LLC
Karl S
Series 65
Zanesville, OH
Saunix Investment Management, LLC
Renee' S
CFA®
Zanesville, OH
Hendley & Co. Inc.
Chad T
Series 66
Zanesville, OH
Independent Advisor Alliance, llc
Benjamin F
Series 63, Series 65
Zanesville, OH
Creative Financial Designs, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")