Hal has worked in the financial services industry since 1984 at Merrill Lynch Wealth Management.  He provides a disciplined and extensive wealth management vision for this stable, capable team, and always enjoys seeing long-term client strategies put into action. Hal gets to know clients as individuals, and their trust is of utmost importance to him. Leveraging his in-depth experience, Hal helps clients focus on portfolio strategies, income management, retirement advice and estate planning services. He focuses on retired and near-retired clients, entrepreneurs, professionals such as physicians and other high-net-worth clients, helping them develop approaches to wealth management that address their complex needs. He is a CFP^® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Certified Investment Management Analyst^® designation awarded by the Investments & Wealth Institute^™ (The Institute). Hal earned his Bachelor’s degree in Marketing from the University of Georgia. He serves on the Rotary Club of Downtown Macon and served on the Board of Trustees of the Stratford Academy. Hal lives with his wife, Jill, and daughter, Isabel, in Macon.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.