Jon Tait

  • Brock Hall, AAMS®

    Accredited Asset Management Specialist

    Financial Advisor

Brock Hall is an Accredited Asset Management SpecialistSM and Financial Advisor with Raymond James Financial Services, Inc, in the Leland/Wilmington area.  While in college, Brock joined Raymond James Financial as an intern.  He completed both the Series 7 and Series 66 securities licenses and then went on to graduate from the University of North Carolina at Wilmington, with a double major in Finance and Management of Information Systems.  Most recently, Brock completed the AAMS® and works closely on a team with Jon Tait, CFP®, who has been with Raymond James since 2001.

As a financial advisor Brock’s main role is to develop financial plans that identify client’s short, intermediate, and long-term goals and then create an investment policy that targets those needs.  He uses a long term conservative approach that is tailored to each individual based on the stage and phase of life he/she is in.  Other job duties include market analysis, security selection process, serving his clients and community.

Outside of work Brock is involved in groups such as the Wilmington West Rotary, UNCW Alumni Association, Cameron Executive Network, and Habitat for Humanity.  Brock has played sports all his life, but mostly enjoys playing basketball.  He likes spending free time with friends at both, Wrightsville Beach and Downtown Wilmington.