David Hall, Afim, Cisp Email and Phone Number
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Preserve Your Roots. Grow Your Legacy.Management of family wealth often requires an integrative approach. Preferred Legacy Trust's network of professionals provide a tailored approach to family planning and advisory services, family stewardship and philanthropy, and household finance management, offering cross-functional experience to address the custom needs of high net worth families and individuals. Preferred Legacy Trust is committed to knowing and understanding your family and business dynamics in order to scale our breadth of services to meet the needs of each individual and family. Having the right team in place for your trust needs allows you to adjust your focus where you want it to be: creating the life you want while preserving your legacy for years to come.
The Preferred Legacy National Trust Bank
View- Website:
- preferredlegacy.com
- Employees:
- 17
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Vice President, Investment Strategist And Bank Advisory OfficerThe Preferred Legacy National Trust BankCuyahoga Falls, Oh, Us -
Vice President, Investment Strategist & Bank Advisory OfficerThe Preferred Legacy National Trust Bank Jan 2020 - PresentUnited StatesWhen it comes to finding a better solution for your financial situation, we understand how time consuming it can be to find the answer for your unique circumstances. Our bank advisory program provides you with independent advice to help alleviate the stress of determining which banking services align with your goals and objectives. Our holistic and all-inclusive approach gives us the ability to work independently with any bank in your community to uncover the best rates for deposits and loans; all while bringing these opportunities directly to you, so you can spend more time focusing on what matters to you most. -
Vice President, Private BankerHome Savings Feb 2013 - Jan 2020Fairlawn, OhWorking with busy professionals, executives and entrepreneurs to simplify their financial lives.I provide a unique client experience through exceptional service and an array of financial products which meet all client’s needs. As your Private Banker I offer the following services: * Single point of contact for all of your personal banking needs.* Specialized deposit products, catered to meet our most affluent client's needs.* Unique financial solutions to meet the most complex lending situations.* Retirement planning and management that includes working with IRA's and creating an open architecture that allows investments in traditional assets as well as non-traditional assets such as real estate, oil & gas interests, closely held businesses, notes and a variety of other assets within their tax-favored accounts. -
Private BankerFifth Third Bank Mar 2011 - Feb 2013I SIMPLIFY financial complexity for our top 1% of the bank's clients by CHALLENGING and COLLABORATING with them to ARTICULATE and ACHIEVE their goals. I act as a relationship manager and use my knowledge of wealth management and private banking services to keep busy professionals focused on what they do best and spend less time worrying about their personal finances. I also work with other wealth management professionals here at Fifth Third Bank to provide services such as, risk management, treasury management, investment services, estate planning, business succession planning, retirement planning, tax and insurance services in addition to providing information on financial market trends. -
Banking AdvisorPnc Wealth Management Aug 1988 - Mar 2011I recommend personal credit & deposit solutions for high income and high net worth individuals. -
Private BankerNational City Bank 1988 - 2011 -
CreditBank One Mar 1995 - Jun 2000
David Hall, Afim, Cisp Education Details
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Finance -
Glenoak High School
Frequently Asked Questions about David Hall, Afim, Cisp
What company does David Hall, Afim, Cisp work for?
David Hall, Afim, Cisp works for The Preferred Legacy National Trust Bank
What is David Hall, Afim, Cisp's role at the current company?
David Hall, Afim, Cisp's current role is Vice President, Investment Strategist and Bank Advisory Officer.
What is David Hall, Afim, Cisp's email address?
David Hall, Afim, Cisp's email address is da****@****ail.com
What schools did David Hall, Afim, Cisp attend?
David Hall, Afim, Cisp attended Walsh University, Bowling Green State University, Glenoak High School.
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