Carrie Hall

Background

About Carrie Hall

Since 1985, my firm has Specialized in Wealth Management, Estate, and Business Planning for Multigenerational Families. Our clients come from a variety of industries and each is unique with its own specific challenges and opportunities. Our role is to help clients navigate these items in order to financially grow.Like a true trusted partner, our clients should not have to explain their business to their Financial Professional. At Carrie Hall & Associates, we bring the experience and expertise that helps clients hit the ground running and financial solutions tailored to their needs. With the right Financial Professional who understands you and your business, you can focus on what’s most important to you – your legacy for your family, business, and community. I have been a financial advisor with New York Life since 1985, and I am a member of The Nautilus Group®, an exclusive advanced planning resource for estate conservation and business continuation strategies. The Nautilus Group®, a service of New York Life Insurance Company, is only open to approximately 225 of the company’s more than agents. I am also an Investment Adviser Representative and Eagle Plus Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a Registered Representative with NYLIFE Securities LLC.Prior to entering the financial services industry, I attended Arizona State University where I graduated Cum Laude with a Bachelor's Degree in Finance with an emphasis in Accounting. I have also completed the extensive studies necessary to earn the Chartered Life Underwriter's (CLU®) and Certified Financial Planner® (CFP®) designations from The American College. I have been married to my husband, Brian, since 1989, and we have two children, Max and Windsor. I enjoy being actively involved in the community through great organizations such as The Barrow Neurological Institute, The Arizona Women’s Board, and the Brophy Community Foundation. To learn more about what I do and how I may be of service to you and your family, I invite you to connect with me here on LinkedIn or visit my website at CHallandAssociates.com.