Managing your wealth requires time, insight, and perspective. Our team can help you integrate multiple aspects of your wealth into a more cohesive whole.
We’re The Hall Group, a Merrill Lynch Wealth Management team located in Portland, Oregon. We work closely with individuals, families, and their businesses, listening closely to what they want to accomplish and helping them pursue those aims more effectively.
Clients come to us with various needs. Some are looking ahead to retirement, wondering about the timing and feasibility of that milestone. Others are already enjoying retirement, eager to secure a reliable income stream. Others are in the process of actively building their wealth, saving for important life goals, like a first or second home, a child’s education, or a once-in-a-lifetime trip. Still others come to us for the direction and coordination we can provide—helping them organize and manage their financial affairs, allowing them to focus on their personal and professional priorities.
Our team’s Advisors, Stuart Hall and Tommy Elrod, are accustomed to having a meaningful impact on the clients they serve. Veterans in their field, they offer the knowledge and insight that can only stem from experience. Clients look to them not only for their technical insight, but also for the genuine personal connections they develop with clients and their family members. Many of the team’s client relationships have grown into trusted friendships, evolving as multiple generations pursue their vision of a satisfying and secure financial life.
If you would like to speak with a member of our team about your finances, please feel free to email Stuart Hall, stuart_hall@ml.com, or Tommy Elrod, thomas.w.elrod@ml.com. Alternatively, please see the red “Contact Us” button or the white “Request Appointment” button at the top of our website. We look forward to discussing your needs relative to our capabilities.
We designed our team with one purpose in mind: to offer an exceptional experience to the individuals and families we serve. With this goal in mind, we believe we have created a different kind of experience:
· We ground our work in integrity. This quality is the foundation of who we are and how we serve.
· We build strong relationships. We're good listeners, attuned to what clients want to accomplish, what they're concerned about, and how they define a satisfying life. After learning all we can, we get to work, helping clients resolve the issues they've been meaning to address for some time.
· We're here for the long term. We've purposefully built our team to span multiple generations. That structure allows us to offer continuity and coverage, not just for the near term, but for decades ahead.
· We stay involved. When we work with a client, we develop a detailed plan to help gauge our progress toward their goals. This plan is a living, breathing document. As clients' lives change, we refine our approach, looking for ways to smooth the path toward their new objectives.
· We prioritize client comfort. If an issue is important to a client, it is important to us. We look to develop strong relationships with both members of a couple, so that both individuals are heard and understood. We are also accessible, for questions large or small.
· We prioritize client privacy, incorporating Merrill's rigorous protocols to help maintain account integrity and security and prevent fraud.
· We are honored to walk with clients through important decisions in their lives, offering the dedication and commitment we would want for our own families.
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.
