Dave Hall Email & Phone Number

David Hall has been serving high-net-worth families, executives, and business owners by investing in various asset classes and strategic planning needs for more than 30 years. Dave began his Wealth Management career at Merrill Lynch in 1995 in Westfield, New Jersey, and has served as Senior Vice President at both Morgan Stanley and UBS. Dave created Hall Wealth Management, LLC in 2020 and joined Woodstock Wealth Management, Inc. as an Independent Investment Adviser Representative. This relationship gives Dave the freedom to better serve his clientele with no proprietary products and many tools for having his clients' accounts custodied at Fidelity Custody and Clearing Solutions. Dave takes a rules-based, and disciplined approach to investing while focusing on trying to protect accounts against losses in down markets. With 30 plus years of planning and investing experience, Dave has developed the ability to manage clients' expectations and emotions, while focusing on portfolio performance, and guiding them through challenging markets. David is married and has a son. He grew up in and raised his family in Westfield, New Jersey, and currently lives in Mountainside, New Jersey. In his spare time, Dave enjoys running, paddle tennis, and golf. David R. HallOwnerhttps://www.hallwealthmanagement.net/Hall Wealth Management, LLC288 Garrett RoadMountainside, NJ 07092Phone: 908-868-9527 Fax: 877-431-5728Hall Wealth Management, LLC and Woodstock Wealth Management, LLC (WWM) are unrelated entities. David R. Hall is an Investment Adviser Representative of WWM. Advisory Services offered through WWM an SEC Registered Investment Adviser250 River Park North DriveWoodstock, Ga 30188WWMRIA.COM

Listed skills include Leadership, Strategic Planning, and Management.