About Us
Susan S. Hall, CFP, ChFC, CLU
For Susan Hall, helping people make the most of their financial assets is rewarding work. Susan enjoys guiding her clients as they implement the investment strategies designed to help them reach financial independence.
As president of Chartered Financial, An Independent Firm, Susan takes a comprehensive approach to wealth management. She sees her role as helping people make well-informed decisions about their investments – providing them with greater financial independence.
With more than 25 years of experience in the financial services industry, Susan provided financial planning services even before it was widely known as a profession. As a registered investment advisor representative, she has demonstrated a consistent ability to help preserve and invest the assets of her clients, many of whom have experienced major life changes including retirement, divorce or the loss of a spouse.
As a lifelong resident of the Chicago area, Susan is active in the Glenview community and area charitable organizations. She particularly enjoys her volunteer work with the Rotary Club of Glenview Sunrise where she has been a long-time Board member and Past-President. As involved as she has become in the community, Susan remains a staple in the lives of her husband and three children.
Susan holds the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations. She received a Bachelor of Arts and a Master of Arts in Teaching from Northwestern University. She worked as a teacher and school administrator in the Chicago Public Schools, and later received a Master’s Degree in Business Administration (MBA) from DePaul University. Susan founded her company, Chartered Financial, in 1985. She is a registered investment advisor representative and registered principal with the Broker Dealer Raymond James Financial Services,Inc.
Chartered Financial
An Independent Firm
1939 Waukegan Road, Suite 107
Phone: (847) 729-7209 ● Fax: (847) 729-7226
E-mail: susan.hall@raymondjames.com
Website :www.charteredfinancial.com
Securities Offered Through Raymond James Financial Services, Inc.
Member FINRA/SIPC
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© 2012 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice
|
CFP® | CERTIFIED FINANCIAL PLANNER™ | |
