With the knowledge that comes with more than 30 years of experience in the financial services industry, Hal helps investors navigate the myriad of available investment options with dedicated and focused service and a personal commitment.
From financial planning to comprehensive account management, Hal works with families and business owners to come up with a personalized holistic plan solely in the interest of providing value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
Hal has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. As a Certified Exit Planning Advisor® (CEPA®), Hal is able to serve business owners by specifically addressing the personal, business, financial, legal and tax issues involved in selling a business.
At Raymond James, Hal has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street.
Hal joined Raymond James in 2012. He is a graduate of Texas State University and received a degree in finance.
Hal is on the board of the Houston Furniture Bank, Gather n Grace, the Rod Ryan Show Cares, and the University of Houston Financial Planning and Wealth Management Master’s Program Advisory Board. Hal lives in Houston, and is married to Danna, his wife of 30 years. He has three children and eight grandchildren.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.