Marci Hansen

As Associate Vice President at Hamilton Point, Marci Hansen plays a key role in client service and account management. She works directly with clients to answer questions, coordinate account activity, and ensure information is clear and up to date. Marci also supports advisors by helping maintain efficient operations and a consistent, high-quality client experience. Her goal is to make every client interaction organized, transparent, and positive.

Marci has worked in investments and financial services since 2002, bringing more than two decades of experience to her client service role. She holds a Series 66 license and combines her industry knowledge with a thoughtful, hands-on approach to client care. Known for her responsiveness and attention to detail, Marci helps clients feel confident their accounts are in good hands and that Hamilton Point is a dependable partner in managing their financial lives.

Outside the office, Marci is active in the Chapel Hill community, serving in roles with the CHCCS PTA Council, Smith Middle School PTA, and Chapel Hill Social Club.