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BH

Bill Hall

Wealth Advisor @TIAA

Portland, OR, US

EMAILS

b••••••••@tiaa.org

MOBILE NUMBERS

+17•••••••31

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WORK HISTORY

Jan 2025 — Present

Wealth Advisor @TIAA

Portland, OR, US

EDUCATION

2008 — 2010

Metropolitan State University of Denver

Bachelors, Economics

2012 — 2015

The American College

Classes taken for certifications (ongoing), HS 300, HS 311, HS 323

2008 — 2010

Metropolitan State University of Denver

BACHELOR, ECONOMICS

SKILLS

401(K) RolloversSuccession PlanningAsset ProtectionRetirement PlanningGifting StrategiesMulti-Generational Wealth TransferRetirementLicensed in Long-Term Care InsuranceInsuranceThought LeadershipKey Person ProtectionEstate PlanningInvestmentsBusiness Succession PlanningLegaciesWealth Preservation PlanningMulit-Generational Planning

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ABOUT BILL HALL

TIAA | Retirement Planning and Investment Planning

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