With 27 years of industry experience, Hal has helped clients navigate a variety of market environments. As the managing director of Greer Wealth Advisors of Raymond James, he builds strong relationships to better understand clients’ goals, including those for retirement. This understanding supports the development of custom strategies for each element of the wealth management equation.
His way of doing business has earned industry recognition. Hal was named to the Forbes’ Best-In-State Wealth Advisors list* in 2021. Dedicated and personable, he finds his work meaningful and especially enjoys being there for his clients’ milestones.
Hal joined Morgan Keegan in 2005, which became a part of Raymond James in 2012. He began his career as a financial advisor with Robinson-Humphrey in 1995. He earned a bachelor’s degree in business administration from the University of Georgia and is a graduate of Stratford Academy.
Serving the community is a priority for Hal. He is a board member for the Museum of Arts and Sciences, vice president of the Idle Hour Country Club and a member of the Christ Church Vestry. He is also past president of the Macon Civic Club.
He lives in his hometown of Macon, Georgia, with his wife, Jenny. They have four children: Maggie, Harry, Eli and Will. In his free time, Hal enjoys skiing and golfing.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. For more information: SHOOKresearch.com.
Raymond James is not affiliated with the above organizations and/or charitable causes.