Angie W. Hall

Financial Planner
Branch Owner

With the founding of Pinnacle Wealth Partners, Angie Hall has discovered the ideal way to combine her servant’s heart with her knowledge and expertise as a financial planner to positively impact peoples’ lives.

Down-to-earth, honest and diligent, Angie is uniquely able to relate to her clients, many of whom have worked hard, saved well and made wise decisions along the way. “Not everyone is born into wealth, but everyone has a dream and opportunity,” says Angie, who comes alongside her clients to help them create a plan, not just on the professional level but on a personal level as well. 

Angie believes relationships are the foundation of success, and she loves getting to know her clients, building a connection with them, helping them set goals and make consistent strides toward success. 

“I get the greatest satisfaction from seeing a client’s plans come to life – whether it’s sending their child to college, paying for a wedding, or confidently entering retirement,” says Angie. “My life experiences have shown me that if you are willing to work for something it will pay off. I want to put that truth into practice with my
clients. ” 

Business owner, volunteer, wife and mother, Angie is highly organized and is accustomed to managing multiple responsibilities. “I know that life can throw a lot at you, and that success requires discipline and determination,” said Angie. “I want my clients to see me as a partner, coach, planner and knowledgeable resource who can help them reach their particular financial goals.”

Angie grew up in Georgia and moved to North Carolina to be closer to family. She earned her bachelor’s degree from UNC Greensboro while working full-time and passing her licensing exams. She is currently studying for her Certified Divorce Financial Analyst (CDFA®) designation. She and her husband, Jeff, have three boys and enjoy spending time outdoors at their family farm, the gun range and camping. In her limited free time, Angie enjoys reading, eating sushi, riding their motorcycle and hanging out with their two dogs.

CREDENTIALS

  • Investment Advisor Representative (Securities Licenses 7, 63 and 65)
  • Licensed in Life, Health and Long-term Care Insurance

EDUCATION

  • Bachelor of Science, University of North Carolina at Greensboro

SERVING THE COMMUNITY 

  • St. Mark’s Church, Member and Volunteer 
  • Leadership Alamance, Class of 2018
  • Alamance Makers Guild, Board Treasurer
  • Alamance Regional Charitable Foundation Funds Distribution Committee
  • Partner’s Off Duty Association, Board Treasurer
  • Alamance County Meals on Wheels, Past President, Vice President and Board Member

Raymond James is not affiliated with the entities mentioned herein.