Brock Hall, Signature Wealth Strategies

Brock Hall, CFP®‎, AAMS®

Wealth Advisor, RJFS

How do you empower your clients to live their Signature Life?

As a wealth advisor, my main role is to develop financial plans that identify client’s short, intermediate, and long-term goals and then create an investment policy that targets those needs. I use a long term conservative approach that is tailored to each individual based on the stage and phase of life he/she is in. As a CERTIFIED FINANCIAL PLANNER™ professional I act with a fiduciary standard, putting my client’s interest first. Other job duties include market analysis, security selection process, serving my clients and community.

 

What does your life look like outside of the office?

Outside of work, I am involved in groups such as the Wilmington West Rotary, Leadership Wilmington class of 2019, Wilmington Chamber ambassador, North Brunswick chamber, UNCW Alumni Association, Port City Young Professionals, Cameron Executive Network at UNCW, CrossFit Wilmington. I have played sports all my life, but mostly enjoy playing basketball. I like spending free time with friends and relaxing at Wrightsville Beach.

 

What can you tell us about your professional journey?

I started college, like many, not knowing what I wanted to study or pursue a career in. After taking introduction business classes, I soon found a passion for finance and started an internship at Raymond James. A couple years in, I fell in love with the process of building relationships and helping clients reach their financial goals, transitioning to a full-time Wealth Advisor.

I graduated from the University of North Carolina at Wilmington with a dual bachelor’s degree in Finance and Management of Information Systems. In college I earned my Series 7, Series 66, and insurance licenses. Since then I have earned my Accredited Asset Management Specialist, AAMS® and CERTIFIED FINANCIAL PLANNER™, CFP® designation.

 

 


 

FUN FACT: 

Growing up, Brock’s favorite family pet was a bunny named Rhino-Birdie.

 

 

 

 

 

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Managing Your Money Doesn’t Have To Be Complicated

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