Senior Wealth Manager
Senior Wealth Manager
Hal has a BA in Economics with a Minor in Psychology from the University of Georgia. He has also earned a graduate certificate from the Bryant University financial planning program, the NSSA designation National Social Security Advisor and the LTCP Long Term Care Professional designation, CA Health and Life Insurance license, and the Series 65, Registered Investment Advisor Representative license.
Hal started his career in the financial services industry in 1985 with Charles Schwab & Co., where he excelled at managing Branches and Regions for 20 years. Hal spent his next 8 years at Fidelity Investments where he rose to manage Fidelity’s most affluent clients in
After spending 30 years in management helping advisors with clients, Hal chose to become an advisor himself and joined a LA based Registered Investment Advisor as a Senior Wealth Manager. For almost 6 years he found his market and financial planning knowledge, problem solving skills and desire to help others created deep and rewarding client experiences.
Hal’s formula for success with each client is simple. Listen, listen, listen and then build the best plan for each individual client.
What do you like about working at Bridge?
The people, the resources, the shared values, the comradery, and the desire to be the best in our field while no one takes themselves too seriously.
I joined Bridge Advisory because we share the desire to always place the clients best interest above all else and understand we need to continue to develop solutions for clients as their needs change and the industry changes for the better.
What are the Bridge Advisory Core Values that drive you?
Always working for the clients best interest and innovating to develop solutions for clients as their needs change and the industry changes for the better.
Your top three favorite Podcasts/Books?
My usual podcasts are the WSJ, The Economist, Freakonomics Radio, The Daily, and Against the Rules with Michael Lewis. While I read alot of fiction, my most memorable books are The Leadership challenge by James Kouzes and Barry Posner, The Innovator’s Dilemma by Clayton Christensen, Lincoln by David Herbert Donald, Thomas Jefferson: The Art of Power by Jon Meacham and Where The Crawdads Sing by Delia Owens.
What do you enjoy doing when you are not working?
Spending time outdoors with my sons, walking our dog, enjoying the beach, fishing, traveling, spending time with friends, college football, reading, researching and home projects.