David Hall
Vice President, Investment Strategist & Bank Advisory Officer @The Preferred Legacy National Trust Bank
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WORK HISTORY
Vice President, Investment Strategist & Bank Advisory Officer @The Preferred Legacy National Trust Bank
US
When it comes to finding a better solution for your financial situation, we understand how time consuming it can be to find the answer for your unique circumstances. Our bank advisory program provides you with independent advice to help alleviate the stress of determining which banking services align with your goals and objectives. Our holistic and all-inclusive approach gives us the ability to work independently with any bank in your community to uncover the best rates for deposits and loans; all while bringing these opportunities directly to you, so you can spend more time focusing on what matters to you most.
EDUCATION
Walsh University
BS, Finance
ABOUT DAVID HALL
Preserve Your Roots. Grow Your Legacy. Management of family wealth often requires an…
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