Hall DuVall Wealth Management Group

Merrill Lynch Wealth Management
301 Commerce St
Fort Worth, TX 76102
(817) 877.9691
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Curtis and Boone help individuals & families, surviving spouses, business owners & executives, and non-profit organizations grow and preserve wealth. Tailored approaches, customized wealth & risk management strategies, and high standards of knowledge and service define their team culture.
Hall DuVall Wealth Management Group
Welcome

Experience matters, and we believe we have the kind of experience that can bring you a valuable life perspective. You'll hear us say it many times - details matter, and it's within and around those details where we spend our time and energy. Disciplined planning, intentional decision making, and tactical adjustments set our approach apart.

Recognition
Morgan Duvall
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
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", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Hall DuVall Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.

Meet Our Team
Charles Hall
Senior Vice President, Senior Financial Advisor
817.877.9787
Morgan Duvall,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
817.877.9691
Hall DuVall Wealth Management Group Team Photo
Jennifer Parks
Assistant Vice President, Wealth Management Associate
817.877.9753
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.
Sheri Grimes
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #621555
Jocelyn T Smith
Retirement Specialist
Bank of America, N.A.
Chad Lemond
Wealth Management Banking Specialist
Merrill
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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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.