Andrew Hall

Vice President, Wealth Advisor
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Areas of Expertise

Tax Strategies
Equity Compensation
Retirement Planning
Philanthropy
Estate Planning

Qualifications & Experience

  • CFP®
  • EA, Enrolled Agent - Tax Planner representing clients before the IRS
  • 15+ years investment experience at Merrill and Morgan Stanley
  • BA in Economics, University of Iowa - Tippie School of Business
Monterey, CA
Miami, FL

Media

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Words to Live By

If you want to go fast, go alone. If you want to go far, you need a team.
John Wooden

Client Experience Professionals

Team Members

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About

Andrew and his team bring clarity to the complexity of clients’ financial lives by identifying their unique goals, implementing strategy, and facilitating the expression of their values. With 15+ years experience at Merrill and Morgan Stanley, Andrew advises business owners, families, trustees, and executives. Andrew serves English-speaking and Spanish-speaking clients.

Andrew invests time in serving his community as a founding member of Rotary Club of Miami Brickell. He and his spouse Lori enjoy exploring Bay Area hiking trails.