Seven Hills Financial, LLC

Donald Butcher is a CFP® professional with 18 years of industry experience, currently serving at Seven Hills Financial, LLC since 2018. He previously worked at Wells Fargo Clearing Services, LLC and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is self-employed as a Financial Neutral, assisting with marital distribution decisions related to divorce. Seven Hills Financial serves individuals, families, business owners, trusts, and retirement plans with discretionary portfolio management, financial life planning, and business/corporate planning. The firm emphasizes investment management aligned with clients' values and goals, using asset allocation and modern portfolio theory, and offers both personal financial life planning and business planning services.

Hanna Molta is a financial advisor at Seven Hills Financial, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Seven Hills Financial since 2018, following roles at Capital Health Plan and with The Overton Family. Molta also worked at Florida Wing Factory and has teaching experience at FSU and Flagler College. Seven Hills Financial serves individuals, families, business owners, trusts, and retirement plans through discretionary portfolio management, third-party portfolio monitoring, financial life planning, and business/corporate planning. The firm emphasizes investment management aligned with clients’ values and goals, using asset allocation and modern portfolio theory, and offers combined personal financial and business planning services.

Jeffrey Johnson is a financial advisor at Seven Hills Financial, LLC in Tallahassee, FL, with 18 years of industry experience. He holds a Series 65 designation and has been with Seven Hills Financial since 2007. Outside of his advisory role, he manages a horse farm through AESOPS Run, LLC. Seven Hills Financial serves individuals, families, business owners, trusts, and retirement plans by providing discretionary portfolio management, third-party portfolio monitoring, financial life planning, and business/corporate planning. The firm emphasizes building client portfolios around an Investment Policy Statement aligned with clients’ values and goals, employing asset allocation, modern portfolio theory, and a mix of mutual funds, ETFs, and select individual securities.

Alison Mewborne is a CFP® professional with 19 years of industry experience, currently serving at Seven Hills Financial, LLC. Her prior roles include positions at LPL Financial, INVEST Financial Corp, and Capital City Banc Investments. She also works as an online instructor for the CFP Retirement Planning curriculum at Florida State University, teaching four courses annually. Seven Hills Financial serves individuals, families, business owners, trusts, and retirement plans with discretionary portfolio management, financial life planning, and business/corporate planning. The firm emphasizes investment management aligned with client values and goals, utilizing an Investment Policy Statement and a combination of asset allocation strategies, and offers ongoing due diligence for third-party portfolio managers.

Trent Meewes is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Seven Hills Financial, LLC and has held prior roles at Arkadios Capital, Tallahassee Financial Advisors, Inc., and Triad Advisors, Inc. Meewes is also active as an insurance agent specializing in life, long-term care, and fixed annuity sales. Seven Hills Financial serves individuals, families, business owners, trusts, and retirement plans with discretionary portfolio management, financial life planning, and business planning. The firm emphasizes building client portfolios based on Investment Policy Statements and client goals, utilizing asset allocation, mutual funds, ETFs, and selective individual securities.