Courtney Hall

WORK HISTORY

EDUCATION

SKILLS

ABOUT COURTNEY HALL

During my tenure within the Wealth Management field I have worked within Private Client Services, Personal Trust and Estate Settlement.In my current role, I partner with Merrill Lynch Financial Advisors to develop personal trust and investment management business.In my previous role, I managed and administered estate accounts on a national estate settlement team. While serving on this team, I had the opportunity to settle estates in 16 states. California, Virginia and Tennessee represent a concentration of my probate knowledge. As the account administrator, I was responsible for the estate settlement process to be executed as seamlessly and timely as possible. I worked in conjunction with tax planners and portfolio managers to effectively and efficiently fund resulting trusts for the surviving spouse and additional beneficiaries.In my previous role as a Business Development and Trust Officer for GreenWealth Trust, my primary focus was building a strong referral pipeline by conducting training programs and providing education on the products and services of the trust department to bank personnel. In addition to my business development responsibilities, I managed a portfolio of Personal Trust and Estate Accounts, IRA\'s and Investment Management Accounts.Specialties: Estate Settlement, Trust Administration, Relationship Management, Marketing and Public Relations.