Andrew Hall

Andrew enjoys the privilege of bringing clarity into the complexity of his clients’ financial lives. He works with families to identify their unique goals and planning opportunities – implementing those strategies, and then facilitating the expression of their values across multiple generations and their communities.

With over 13 years of experience at Merrill Lynch and Morgan Stanley, Andrew has extensive experience in advising physicians, equity-compensated corporate executives, trustees, entrepreneurs, international Spanish-speaking families, real estate developers, and public servants.

Andrew invests time in serving his community as a founding member of the Rotary Club of Miami Brickell, past Chair of Key Biscayne Relay for Life, and mentor at Kids and the Power of Work. He and his fiancee, Lori, enjoy hiking together at UNESCO World Heritage sites – having completed the Inca Trail, Camino de Santiago, and summited Mount Kilimanjaro.