Morris Hancock Hall Group

Merrill Lynch Wealth Management
7310 North Lake Drive
Floor Gr
Columbus, GA 31909
(706) 494.5350
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Morris Hancock Hall Group
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
David Hancock
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023-2024
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Financial Planning's "Top 40 Brokers Under 40", 2024
(Published on February 6, 2024. Rankings based on data as of Sept 30, 2023.)
Show more recognition
Morris Hancock Hall Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Tuesday, September 10th 2024| 11 a.m. Eastern
Retirement by design — Crafting your vision

Having a plan for retirement is more than just knowing how much money you'll need. So join us as we share some tips for putting your retirement plan into place.

Thursday, September 26th 2024| 1:00 PM ET
Future-proof your finances — Thriving in turbulent times

No matter how much money you think you might need for retirement, you'll need a plan. So get some tips for how to create your plan.

Monday, September 30th 2024| 1:00 PM ET
Unleash your potential — The career transition blueprint

Dealing with a career transition can be hard — with decisions to make, loose ends to tie up and forms to complete. And what about the assets you have in your 401(k)?

Meet Our Team
Archie J Morris,

CPFA™, CRPC™

Managing Director, Senior Consultant
706.494.5350
David Hancock,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
706.494.5338
Dr. Gina L. Hall,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
706.494.5308
Mathes Ballard,

CFP®, CPFA™, CRPC™

Vice President, Wealth Management Advisor
706.494.5316
Jay Morris,

CFA

Wealth Management Advisor
706.494.5329
Lisa B Hilsinger
Officer, Wealth Management Client Associate
706.494.5353
Christy T Gut
Officer, Wealth Management Client Associate
706.494.5354
Jason E Mills
Wealth Management Client Associate
706.494.5327
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Shonalee Gamble
Wealth Management Banking Specialist
Merrill
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
Bradford L Cottrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652549
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.